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
76
$475K 0.15%
9,498
+2,471
77
$440K 0.14%
1,263
78
$402K 0.12%
4,037
-4
79
$387K 0.12%
9,511
-55
80
$380K 0.12%
751
-43
81
$378K 0.12%
3,000
82
$374K 0.12%
1,420
83
$368K 0.11%
4,352
-74
84
$356K 0.11%
3,945
-172
85
$353K 0.11%
562
+39
86
$352K 0.11%
10,000
87
$341K 0.11%
815
88
$335K 0.1%
8,461
89
$334K 0.1%
8,909
90
$332K 0.1%
1,145
+1
91
$327K 0.1%
3,039
92
$320K 0.1%
2,486
-155
93
$299K 0.09%
2,644
+7
94
$289K 0.09%
1,650
+4
95
$289K 0.09%
9,180
-1,083
96
$288K 0.09%
702
97
$281K 0.09%
6,553
-861
98
$279K 0.09%
1,229
99
$278K 0.09%
24,069
+272
100
$275K 0.09%
7,155
2 3
4
5 6