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
426
$5.44K ﹤0.01%
200
+100
427
$5.15K ﹤0.01%
240
428
$5.15K ﹤0.01%
276
429
$5.04K ﹤0.01%
12
430
$4.98K ﹤0.01%
40
431
$4.9K ﹤0.01%
424
+2
432
$4.73K ﹤0.01%
2,784
-550
433
$4.61K ﹤0.01%
80
434
$4.54K ﹤0.01%
50
435
$4.51K ﹤0.01%
66
436
$4.4K ﹤0.01%
105
437
$4.35K ﹤0.01%
13
-24
438
$4.07K ﹤0.01%
31
439
$4.06K ﹤0.01%
14
-214
440
$4.01K ﹤0.01%
26
441
$3.95K ﹤0.01%
25
442
$3.88K ﹤0.01%
416
443
$3.7K ﹤0.01%
30
444
$3.66K ﹤0.01%
1,000
445
$3.62K ﹤0.01%
125
446
$3.54K ﹤0.01%
17
447
$3.51K ﹤0.01%
72
448
$3.27K ﹤0.01%
100
449
$3.25K ﹤0.01%
17
450
$3.17K ﹤0.01%
60
16 17
18
19 20