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
176
$88.5K 0.03%
240
-109
177
$88.1K 0.03%
884
+9
178
$87.6K 0.03%
478
-249
179
$87.4K 0.03%
664
+4
180
$87.2K 0.03%
1,154
181
$86.5K 0.03%
180
182
$85.8K 0.03%
293
183
$85.7K 0.03%
365
184
$84.6K 0.03%
400
185
$84K 0.03%
847
186
$83.9K 0.03%
1,162
+2
187
$81.7K 0.03%
790
188
$81.4K 0.03%
946
-919
189
$79K 0.02%
584
+2
190
$78.9K 0.02%
134
-19
191
$77.7K 0.02%
721
192
$76.7K 0.02%
154
193
$76.7K 0.02%
635
194
$74.9K 0.02%
1,301
+25
195
$74.3K 0.02%
1,500
196
$74K 0.02%
384
197
$73.9K 0.02%
1,469
+8
198
$73.8K 0.02%
1,050
-416
199
$73.1K 0.02%
413
200
$72.9K 0.02%
520
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