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
126
$146K 0.07%
560
+10
127
$146K 0.07%
+4,592
128
$146K 0.07%
700
129
$146K 0.07%
3,030
+30
130
$145K 0.07%
1,137
+1
131
$143K 0.07%
1,012
+1
132
$142K 0.07%
2,242
+17
133
$138K 0.07%
2,219
+5
134
$137K 0.07%
4,045
135
$137K 0.07%
813
+135
136
$133K 0.07%
2,807
+2
137
$131K 0.07%
431
+206
138
$128K 0.06%
930
139
$127K 0.06%
4,024
140
$124K 0.06%
1,500
141
$123K 0.06%
585
+579
142
$122K 0.06%
4,035
+360
143
$119K 0.06%
2,033
+1
144
$118K 0.06%
650
+1
145
$116K 0.06%
6,024
+1,044
146
$107K 0.05%
822
+799
147
$107K 0.05%
1,829
+414
148
$106K 0.05%
1,163
-1,037
149
$105K 0.05%
1,801
+1,387
150
$105K 0.05%
+2,094
4 5
6
7 8