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
376
$11.8K ﹤0.01%
780
377
$11.5K ﹤0.01%
35
378
$11.5K ﹤0.01%
414
379
$11.4K ﹤0.01%
1,000
380
$11.3K ﹤0.01%
50
381
$11.2K ﹤0.01%
250
382
$11.2K ﹤0.01%
332
383
$10.7K ﹤0.01%
242
+3
384
$10.6K ﹤0.01%
+250
385
$10.5K ﹤0.01%
100
386
$10.4K ﹤0.01%
267
387
$10.2K ﹤0.01%
1,799
388
$10.2K ﹤0.01%
136
389
$10.2K ﹤0.01%
90
390
$9.99K ﹤0.01%
437
391
$9.92K ﹤0.01%
75
392
$9.85K ﹤0.01%
837
393
$9.73K ﹤0.01%
903
394
$9.72K ﹤0.01%
20
395
$9.71K ﹤0.01%
189
396
$9.56K ﹤0.01%
80
397
$9.52K ﹤0.01%
840
398
$9.45K ﹤0.01%
250
399
$9.43K ﹤0.01%
60
400
$9.36K ﹤0.01%
18
14 15
16
17 18