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
476
$1.61K ﹤0.01%
+272
477
$1.54K ﹤0.01%
49
-1
478
$1.45K ﹤0.01%
+6
479
$1.44K ﹤0.01%
80
-64
480
$1.33K ﹤0.01%
+85
481
$1.31K ﹤0.01%
+20
482
$1.28K ﹤0.01%
12
483
$1.19K ﹤0.01%
460
484
$1.19K ﹤0.01%
15
485
$1.17K ﹤0.01%
445
486
$987 ﹤0.01%
105
487
$979 ﹤0.01%
+14
488
$961 ﹤0.01%
11
489
$796 ﹤0.01%
200
490
$785 ﹤0.01%
38
491
$775 ﹤0.01%
+69
492
$728 ﹤0.01%
245
-200
493
$715 ﹤0.01%
5
494
$633 ﹤0.01%
20
+2
495
$624 ﹤0.01%
18
496
$595 ﹤0.01%
7
497
$577 ﹤0.01%
5
498
$569 ﹤0.01%
3
499
$560 ﹤0.01%
8
500
$529 ﹤0.01%
4
18 19
20
21 22