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
76
$341K 0.17%
733
+177
77
$321K 0.16%
2,699
+1,469
78
$317K 0.16%
3,755
79
$315K 0.16%
5,933
80
$299K 0.15%
1,676
+131
81
$297K 0.15%
13,673
-14,530
82
$291K 0.15%
2,420
+4
83
$287K 0.14%
1,263
84
$268K 0.13%
1,764
-188
85
$265K 0.13%
2,240
+1
86
$262K 0.13%
20,040
+4,640
87
$261K 0.13%
2,057
+210
88
$257K 0.13%
1,055
89
$245K 0.12%
3,014
+2,510
90
$239K 0.12%
2,499
+539
91
$238K 0.12%
1,092
+444
92
$236K 0.12%
2,731
+131
93
$230K 0.12%
7,755
+375
94
$223K 0.11%
3,172
+1,311
95
$220K 0.11%
4,425
+152
96
$214K 0.11%
1,089
97
$209K 0.11%
1,550
98
$196K 0.1%
830
+415
99
$190K 0.1%
+1,977
100
$190K 0.1%
7,000
2 3
4
5 6