AWM

Atticus Wealth Management Portfolio holdings

AUM $396M
1-Year Est. Return 15.65%
This Quarter Est. Return
1 Year Est. Return
+15.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$322M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Sells

1 +$5.61M
2 +$288K
3 +$287K
4
JNJ icon
Johnson & Johnson
JNJ
+$231K
5
KO icon
Coca-Cola
KO
+$217K

Sector Composition

1 Technology 8.09%
2 Consumer Staples 3.16%
3 Consumer Discretionary 2%
4 Communication Services 1.99%
5 Financials 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$21.1K 0.01%
130
327
$20.4K 0.01%
500
328
$20.3K 0.01%
90
329
$20K 0.01%
+1,000
330
$19.7K 0.01%
210
331
$19.7K 0.01%
1,080
332
$19.7K 0.01%
133
333
$19.4K 0.01%
176
334
$19.1K 0.01%
253
335
$18.5K 0.01%
384
336
$18.2K 0.01%
160
337
$18.1K 0.01%
1,432
338
$17.5K 0.01%
800
339
$17.5K 0.01%
510
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340
$17.3K 0.01%
190
341
$17.1K 0.01%
188
342
$17.1K 0.01%
222
+1
343
$17K 0.01%
301
344
$16.9K 0.01%
140
345
$16.9K 0.01%
191
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346
$16.7K 0.01%
188
347
$16.4K 0.01%
1,000
348
$16.1K 0.01%
190
349
$16.1K 0.01%
1,454
-259
350
$15.9K ﹤0.01%
354
+17