AWM

Atticus Wealth Management Portfolio holdings

AUM $405M
1-Year Est. Return 16.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.99%
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
+$1.45M
2
+$1.41M
3
+$1.1M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.08M
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$750K

Top Sells

1
+$560K
2
+$398K
3
+$378K
4
ALL icon
Allstate
ALL
+$334K
5
T icon
AT&T
T
+$313K

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
201
$55K 0.03%
1,170
202
$55K 0.03%
1,974
+330
203
$54K 0.03%
450
204
$53K 0.03%
384
205
$53K 0.03%
160
206
$53K 0.03%
493
-2
207
$52K 0.03%
258
+100
208
$52K 0.03%
+707
209
$52K 0.03%
400
210
$51K 0.03%
1,300
211
$51K 0.03%
1,200
212
$50K 0.03%
+535
213
$49K 0.02%
3,384
+27
214
$48K 0.02%
5,390
215
$46K 0.02%
1,400
+1,200
216
$46K 0.02%
1,057
-1
217
$45K 0.02%
470
+3
218
$45K 0.02%
698
219
$45K 0.02%
+100
220
$44K 0.02%
700
221
$44K 0.02%
1,094
222
$44K 0.02%
573
+3
223
$44K 0.02%
473
+257
224
$43K 0.02%
+296
225
$43K 0.02%
153
+133
7 8
9
10 11