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
151
$103K 0.05%
+1,500
152
$101K 0.05%
1,207
-208
153
$100K 0.05%
845
+10
154
$100K 0.05%
590
155
$99K 0.05%
+1,800
156
$98K 0.05%
+552
157
$98K 0.05%
+558
158
$96K 0.05%
2,625
-399
159
$94K 0.05%
711
+59
160
$93K 0.05%
407
+2
161
$89K 0.04%
1,037
+4
162
$89K 0.04%
545
+4
163
$89K 0.04%
1,236
-206
164
$87K 0.04%
870
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165
$86K 0.04%
+2,753
166
$85K 0.04%
265
167
$84K 0.04%
1,130
168
$83K 0.04%
1,412
+8
169
$83K 0.04%
2,032
170
$83K 0.04%
+1,675
171
$81K 0.04%
390
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172
$79K 0.04%
258
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173
$78K 0.04%
1,350
174
$76K 0.04%
547
+61
175
$75K 0.04%
275
5 6
7
8 9