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
151
$119K 0.04%
1,170
152
$119K 0.04%
347
+57
153
$118K 0.04%
725
-55
154
$118K 0.04%
720
+3
155
$113K 0.04%
2,446
156
$111K 0.03%
306
-4
157
$111K 0.03%
521
158
$110K 0.03%
433
-12
159
$108K 0.03%
102
160
$107K 0.03%
467
161
$107K 0.03%
850
162
$105K 0.03%
2,071
+30
163
$104K 0.03%
5,323
+4,300
164
$102K 0.03%
881
+3
165
$102K 0.03%
777
+2
166
$99.4K 0.03%
1,481
+21
167
$99.3K 0.03%
452
-229
168
$98.8K 0.03%
470
169
$98.2K 0.03%
1,327
170
$94.6K 0.03%
1,965
+8
171
$94.1K 0.03%
534
172
$91.7K 0.03%
4,784
173
$89.4K 0.03%
2,035
174
$89.3K 0.03%
548
175
$88.8K 0.03%
370
+2
5 6
7
8 9