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
$230M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$839K
2
+$683K
3
+$649K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$617K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$597K

Top Sells

1
+$523K
2
+$289K
3
+$272K
4
TTD icon
Trade Desk
TTD
+$254K
5
MSFT icon
Microsoft
MSFT
+$227K

Sector Composition

1 Technology 8.82%
2 Consumer Staples 4.08%
3 Consumer Discretionary 3.82%
4 Communication Services 3.32%
5 Financials 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$53K 0.02%
334
227
$53K 0.02%
1,200
228
$52K 0.02%
3,653
+2,981
229
$51K 0.02%
451
+1
230
$50K 0.02%
400
231
$48K 0.02%
133
-20
232
$48K 0.02%
91
-6
233
$47K 0.02%
1,771
-908
234
$47K 0.02%
114
235
$47K 0.02%
1,250
+450
236
$46K 0.02%
258
-300
237
$46K 0.02%
350
238
$45K 0.02%
2,326
+18
239
$45K 0.02%
279
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240
$42K 0.02%
+9,624
241
$41K 0.02%
1,057
242
$41K 0.02%
+681
243
$41K 0.02%
2,426
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244
$40K 0.02%
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245
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700
246
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+300
247
$40K 0.02%
514
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248
$39K 0.02%
130
249
$38K 0.02%
600
250
$38K 0.02%
1,110
8 9
10
11 12