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
$199M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.48M
3
+$1.2M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.14M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$794K

Top Sells

1
+$557K
2
+$418K
3
+$391K
4
ALL icon
Allstate
ALL
+$374K
5
T icon
AT&T
T
+$316K

Sector Composition

1 Technology 8.98%
2 Consumer Staples 5.14%
3 Consumer Discretionary 4.18%
4 Communication Services 4.14%
5 Healthcare 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.88M 0.95%
13,309
+942
27
$1.75M 0.88%
9,651
+269
28
$1.71M 0.86%
4,840
+283
29
$1.7M 0.86%
16,553
-91
30
$1.68M 0.85%
19,200
+100
31
$1.64M 0.82%
25,646
+23,906
32
$1.59M 0.8%
14,472
+2,017
33
$1.54M 0.77%
19,918
+106
34
$1.46M 0.73%
53,459
+220
35
$1.22M 0.61%
15,592
+15
36
$1.13M 0.57%
10,196
-1,118
37
$1.11M 0.56%
5,070
+501
38
$1.08M 0.54%
6,856
+113
39
$1.08M 0.54%
22,470
-45
40
$1.04M 0.52%
9,780
-520
41
$1.02M 0.52%
2,868
+487
42
$1.01M 0.51%
18,253
-1,474
43
$979K 0.49%
7,038
+17
44
$882K 0.44%
1,764
+101
45
$850K 0.43%
12,603
+2,783
46
$833K 0.42%
3,742
+385
47
$829K 0.42%
3,909
+3,744
48
$811K 0.41%
3,498
-410
49
$770K 0.39%
2,045
+37
50
$631K 0.32%
6,503
-625
1
2
3 4 5