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
201
$72.4K 0.02%
2,700
+31
202
$72.1K 0.02%
1,379
+8
203
$71.7K 0.02%
689
204
$71.4K 0.02%
594
+152
205
$70.6K 0.02%
+2,795
206
$69.2K 0.02%
1,940
207
$69.2K 0.02%
1,645
+6
208
$68.9K 0.02%
272
-9
209
$68.4K 0.02%
3,863
-11,167
210
$68.3K 0.02%
47,762
+17,199
211
$68K 0.02%
257
+1
212
$67.8K 0.02%
897
+116
213
$67.6K 0.02%
1,801
-168
214
$66.9K 0.02%
1,680
215
$66.8K 0.02%
355
+3
216
$66K 0.02%
494
217
$65.7K 0.02%
350
218
$64.8K 0.02%
180
219
$64.2K 0.02%
1,000
220
$63.3K 0.02%
502
+50
221
$63.3K 0.02%
276
222
$62.6K 0.02%
120
-80
223
$61.7K 0.02%
750
+250
224
$61.4K 0.02%
350
225
$60.9K 0.02%
240
7 8
9
10 11