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
401
$8.99K ﹤0.01%
40
402
$8.7K ﹤0.01%
1,854
403
$8.69K ﹤0.01%
94
+1
404
$8.15K ﹤0.01%
294
405
$8K ﹤0.01%
120
406
$7.61K ﹤0.01%
30
407
$7.21K ﹤0.01%
100
+1
408
$7.19K ﹤0.01%
90
409
$7.17K ﹤0.01%
700
410
$7.17K ﹤0.01%
591
411
$7.1K ﹤0.01%
200
412
$6.96K ﹤0.01%
50
413
$6.93K ﹤0.01%
521
+121
414
$6.56K ﹤0.01%
413
-600
415
$6.36K ﹤0.01%
174
416
$6.3K ﹤0.01%
50
417
$6.29K ﹤0.01%
500
418
$6.18K ﹤0.01%
16
419
$6.16K ﹤0.01%
+400
420
$5.91K ﹤0.01%
78
421
$5.66K ﹤0.01%
200
422
$5.66K ﹤0.01%
61
423
$5.6K ﹤0.01%
50
424
$5.53K ﹤0.01%
270
425
$5.5K ﹤0.01%
250
15 16
17
18 19