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
101
$274K 0.09%
2,126
102
$265K 0.08%
597
-12
103
$261K 0.08%
3,673
+54
104
$256K 0.08%
1,535
105
$244K 0.08%
816
+74
106
$240K 0.07%
3,169
-375
107
$237K 0.07%
675
108
$233K 0.07%
946
109
$228K 0.07%
995
110
$222K 0.07%
7,811
111
$219K 0.07%
4,103
-440
112
$218K 0.07%
380
113
$218K 0.07%
1,875
-300
114
$214K 0.07%
1,320
-39
115
$213K 0.07%
4,005
+280
116
$211K 0.07%
1,906
+70
117
$210K 0.07%
403
+50
118
$203K 0.06%
2,577
-2
119
$194K 0.06%
3,755
+27
120
$192K 0.06%
8,412
-71
121
$184K 0.06%
2,011
+31
122
$180K 0.06%
1,557
123
$179K 0.06%
1,609
-175
124
$177K 0.06%
3,381
+37
125
$175K 0.05%
3,010
-33
3 4
5
6 7