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
51
$611K 0.31%
3,709
+16
52
$588K 0.3%
11,575
-4,571
53
$583K 0.29%
2,478
+231
54
$549K 0.28%
2,008
-1
55
$537K 0.27%
8,971
+1,266
56
$521K 0.26%
9,640
+1,060
57
$512K 0.26%
3,243
-3,526
58
$487K 0.25%
4,431
-3,399
59
$487K 0.25%
4,950
60
$478K 0.24%
8,128
+48
61
$467K 0.24%
1,995
+299
62
$449K 0.23%
1,649
+448
63
$435K 0.22%
3,975
+12
64
$418K 0.21%
3,028
+559
65
$397K 0.2%
2,795
+2,270
66
$390K 0.2%
2,633
+213
67
$389K 0.2%
4,440
68
$387K 0.19%
2,290
+1
69
$369K 0.19%
4,227
-130
70
$362K 0.18%
3,374
+405
71
$357K 0.18%
4,285
+1,620
72
$353K 0.18%
1,587
+790
73
$348K 0.18%
3,797
+1,770
74
$348K 0.18%
1,623
+10
75
$342K 0.17%
1,251
1 2
3
4 5