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
451
$3.06K ﹤0.01%
1,425
452
$3K ﹤0.01%
1,170
453
$2.95K ﹤0.01%
138
-20
454
$2.81K ﹤0.01%
140
455
$2.66K ﹤0.01%
154
456
$2.58K ﹤0.01%
+75
457
$2.56K ﹤0.01%
11
458
$2.51K ﹤0.01%
1,000
459
$2.35K ﹤0.01%
59
-131
460
$2.33K ﹤0.01%
+49
461
$2.3K ﹤0.01%
7
462
$2.27K ﹤0.01%
99
+1
463
$2.27K ﹤0.01%
89
464
$2.26K ﹤0.01%
41
465
$2.16K ﹤0.01%
56
466
$2.11K ﹤0.01%
20
467
$2.03K ﹤0.01%
24
468
$2.03K ﹤0.01%
20
469
$2.03K ﹤0.01%
62
470
$1.92K ﹤0.01%
29
471
$1.85K ﹤0.01%
100
472
$1.83K ﹤0.01%
28
-1
473
$1.8K ﹤0.01%
46
474
$1.8K ﹤0.01%
85
475
$1.71K ﹤0.01%
80
17 18
19
20 21