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
$370M
AUM Growth
+$63.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$2.62M
3
+$1.59M
4
AVGO icon
Broadcom
AVGO
+$877K
5
TPR icon
Tapestry
TPR
+$734K

Top Sells

1
+$1.96M
2
+$664K
3
+$411K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$371K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$357K

Sector Composition

1 Technology 9.13%
2 Consumer Staples 3.18%
3 Financials 2.9%
4 Consumer Discretionary 2.45%
5 Communication Services 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$122K 0.03%
+237
227
$121K 0.03%
7,245
+6,165
228
$120K 0.03%
310
+4
229
$119K 0.03%
425
+195
230
$118K 0.03%
1,215
+50
231
$112K 0.03%
713
+3
232
$112K 0.03%
1,492
+11
233
$111K 0.03%
+359
234
$111K 0.03%
839
+13
235
$111K 0.03%
886
+3
236
$108K 0.03%
104
+2
237
$108K 0.03%
435
+1
238
$107K 0.03%
2,124
+32
239
$101K 0.03%
10,594
240
$101K 0.03%
781
+2
241
$99.2K 0.03%
5,472
+79
242
$98K 0.03%
+4,621
243
$97.9K 0.03%
2,069
+34
244
$97.8K 0.03%
537
+49
245
$96.7K 0.03%
655
-11
246
$95.7K 0.03%
2,345
247
$95.4K 0.03%
966
+766
248
$93.5K 0.03%
240
249
$93.5K 0.03%
1,500
250
$93.5K 0.03%
4,784
8 9
10
11 12