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 Buys

1
+$14.5M
2
+$476K
3
+$221K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$207K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$188K

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
351
$15.6K ﹤0.01%
221
+2
352
$15.5K ﹤0.01%
120
353
$15.4K ﹤0.01%
314
+8
354
$15.3K ﹤0.01%
226
355
$15.3K ﹤0.01%
179
+50
356
$15.2K ﹤0.01%
22
357
$14.9K ﹤0.01%
320
358
$14.9K ﹤0.01%
220
359
$14.7K ﹤0.01%
256
+17
360
$14.5K ﹤0.01%
+100
361
$14.1K ﹤0.01%
600
362
$14.1K ﹤0.01%
79
363
$14K ﹤0.01%
1,299
364
$13.9K ﹤0.01%
200
365
$13.9K ﹤0.01%
495
366
$13.5K ﹤0.01%
400
367
$13.2K ﹤0.01%
120
368
$13.1K ﹤0.01%
127
369
$12.9K ﹤0.01%
38
370
$12.8K ﹤0.01%
7,425
371
$12.7K ﹤0.01%
150
372
$12.6K ﹤0.01%
220
373
$12.6K ﹤0.01%
250
374
$12.5K ﹤0.01%
178
375
$12.2K ﹤0.01%
458
+3
13 14
15
16 17