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
51
$763K 0.24%
1,889
52
$761K 0.24%
8,055
-85
53
$757K 0.24%
1,438
+41
54
$754K 0.23%
21,778
55
$734K 0.23%
3,862
+22
56
$730K 0.23%
19,888
-125
57
$709K 0.22%
7,950
-20
58
$689K 0.21%
2,375
-589
59
$685K 0.21%
5,185
60
$678K 0.21%
15,634
61
$671K 0.21%
3,777
+3
62
$659K 0.2%
13,626
-757
63
$633K 0.2%
4,372
64
$607K 0.19%
4,200
-1,598
65
$589K 0.18%
5,008
+199
66
$564K 0.18%
13,348
67
$556K 0.17%
3,003
-108
68
$534K 0.17%
2,305
-57
69
$528K 0.16%
2,663
+12
70
$492K 0.15%
9,771
-1,874
71
$492K 0.15%
3,022
72
$487K 0.15%
3,767
+12
73
$486K 0.15%
902
-37
74
$479K 0.15%
1,020
75
$479K 0.15%
2,630
+58
1 2
3
4 5