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
101
$190K 0.1%
3,032
+464
102
$187K 0.09%
2,488
+4
103
$185K 0.09%
3,178
+41
104
$184K 0.09%
700
+250
105
$184K 0.09%
3,000
106
$180K 0.09%
2,469
+216
107
$178K 0.09%
4,070
+10
108
$177K 0.09%
816
109
$174K 0.09%
2,551
+4
110
$173K 0.09%
1,133
+111
111
$173K 0.09%
1,782
+465
112
$171K 0.09%
1,956
-1,863
113
$168K 0.08%
750
+22
114
$167K 0.08%
1,042
+148
115
$166K 0.08%
+660
116
$165K 0.08%
771
+239
117
$163K 0.08%
4,422
-227
118
$162K 0.08%
915
+37
119
$161K 0.08%
393
+3
120
$159K 0.08%
711
+12
121
$158K 0.08%
1,045
+161
122
$151K 0.08%
398
123
$151K 0.08%
403
+355
124
$151K 0.08%
618
+30
125
$148K 0.07%
+1,862
3 4
5
6 7