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
501
$459 ﹤0.01%
12
502
$416 ﹤0.01%
12
503
$331 ﹤0.01%
191
504
$325 ﹤0.01%
1
505
$323 ﹤0.01%
8
506
$289 ﹤0.01%
11
507
$285 ﹤0.01%
8
508
$259 ﹤0.01%
1
-65
509
$249 ﹤0.01%
1
510
$245 ﹤0.01%
3
511
$228 ﹤0.01%
2
512
$218 ﹤0.01%
37
513
$154 ﹤0.01%
1
-5
514
$149 ﹤0.01%
125
515
$127 ﹤0.01%
12
-6
516
$107 ﹤0.01%
4
517
$97 ﹤0.01%
26
518
$87 ﹤0.01%
1
519
$61 ﹤0.01%
1
520
$47 ﹤0.01%
1
521
$46 ﹤0.01%
28
522
$22 ﹤0.01%
1
523
$22 ﹤0.01%
12
524
$13 ﹤0.01%
1
525
$11 ﹤0.01%
2
18 19 20
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