AWM

Atticus Wealth Management Portfolio holdings

AUM $370M
1-Year Est. Return 13.35%
This Quarter Est. Return
1 Year Est. Return
+13.35%
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
1
$32.7M 16.45%
87,380
+3,962
2
$8.44M 4.25%
64,878
+2,334
3
$7.68M 3.87%
57,917
+2,047
4
$7.35M 3.7%
125,601
+12,909
5
$7.3M 3.68%
42,554
-2,435
6
$6.79M 3.42%
123,848
+8
7
$6.78M 3.41%
42,142
+1,748
8
$6.57M 3.31%
57,933
+3,039
9
$4.76M 2.4%
55,146
+6,331
10
$4.28M 2.15%
19,225
-1,758
11
$4.18M 2.11%
274,160
+25,982
12
$4.12M 2.07%
13,118
+832
13
$3.43M 1.73%
74,610
+26,085
14
$3.22M 1.62%
19,760
+1,500
15
$3.07M 1.55%
79,809
+8,774
16
$3.07M 1.55%
104,177
-2,393
17
$3.02M 1.52%
44,723
+2,795
18
$2.86M 1.44%
16,283
+595
19
$2.85M 1.44%
31,189
+12,423
20
$2.78M 1.4%
127,765
+4,411
21
$2.75M 1.38%
45,568
-1,040
22
$2.56M 1.29%
9,618
+146
23
$2.17M 1.09%
11,080
+3,429
24
$2.05M 1.03%
25,570
+3,170
25
$1.98M 1%
22,343
+671
1
2 3 4 5