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
126
$175K 0.05%
275
127
$172K 0.05%
1,000
128
$169K 0.05%
3,216
+53
129
$168K 0.05%
3,812
+724
130
$164K 0.05%
1,442
+439
131
$163K 0.05%
10,050
+118
132
$161K 0.05%
3,561
+43
133
$155K 0.05%
4,415
134
$153K 0.05%
775
135
$150K 0.05%
4,046
+35
136
$149K 0.05%
638
137
$149K 0.05%
655
138
$148K 0.05%
468
139
$148K 0.05%
513
+2
140
$139K 0.04%
913
-305
141
$134K 0.04%
2,229
+426
142
$131K 0.04%
3,271
-548
143
$129K 0.04%
539
144
$128K 0.04%
1,645
+313
145
$128K 0.04%
1,723
+271
146
$125K 0.04%
5,385
+306
147
$123K 0.04%
2,166
148
$123K 0.04%
120
149
$121K 0.04%
10,594
150
$120K 0.04%
1,243
-114
4 5
6
7 8