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
26
$2.18M 0.68%
16,262
+25
27
$2.13M 0.66%
56,358
+1,330
28
$2.1M 0.65%
37,920
+893
29
$2.07M 0.64%
3,322
-21
30
$1.84M 0.57%
24,363
+742
31
$1.83M 0.57%
47,728
32
$1.82M 0.57%
8,131
-23
33
$1.52M 0.47%
21,205
+18
34
$1.47M 0.46%
35,069
+530
35
$1.45M 0.45%
10,570
-18
36
$1.28M 0.4%
3,284
-62
37
$1.23M 0.38%
1,590
-24
38
$1.21M 0.38%
3,818
+95
39
$1.1M 0.34%
6,177
+258
40
$1.07M 0.33%
32,796
-6,134
41
$1.06M 0.33%
8,352
-263
42
$974K 0.3%
9,591
-26
43
$955K 0.3%
25,949
44
$933K 0.29%
4,901
+3
45
$919K 0.29%
5,426
+2
46
$888K 0.28%
3,702
+106
47
$852K 0.26%
5,081
+3
48
$802K 0.25%
1,370
+13
49
$798K 0.25%
6,577
-716
50
$790K 0.25%
19,190
-7,000
1
2
3 4 5