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
$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
1
$78.3M 24.36%
133,664
+813
2
$20.2M 6.29%
395,792
-1,070
3
$19.9M 6.19%
399,747
-304
4
$14.5M 4.52%
+150,153
5
$11.9M 3.7%
47,542
-125
6
$11.6M 3.6%
28,851
+515
7
$9.66M 3%
33,441
+40
8
$8.01M 2.49%
36,236
+650
9
$7.81M 2.43%
125,310
+3,547
10
$6.66M 2.07%
15,792
+4
11
$6.2M 1.93%
186,006
-168,402
12
$4.66M 1.45%
74,790
-3,489
13
$4.62M 1.44%
9,029
-76
14
$3.93M 1.22%
16,243
+68
15
$3.83M 1.19%
30,010
+1,471
16
$3.81M 1.18%
16,378
-288
17
$3.79M 1.18%
105,569
-8,000
18
$3.7M 1.15%
42,043
+679
19
$3.53M 1.1%
13,080
-568
20
$3.31M 1.03%
16,921
-212
21
$3.17M 0.98%
3,457
-19
22
$2.87M 0.89%
13,086
+74
23
$2.7M 0.84%
67,205
24
$2.69M 0.84%
14,227
-29
25
$2.28M 0.71%
20,674
-1,418
1
2 3 4 5