AWM

Atticus Wealth Management Portfolio holdings

AUM $369M
1-Year Est. Return 17.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.86%
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
251
$38K 0.02%
1,110
252
$38K 0.02%
600
253
$37K 0.02%
1,500
+250
254
$37K 0.02%
849
-45
255
$36K 0.02%
327
-498
256
$35K 0.02%
290
257
$35K 0.02%
335
+2
258
$35K 0.02%
955
-345
259
$34K 0.01%
+454
260
$34K 0.01%
318
261
$33K 0.01%
900
262
$33K 0.01%
90
263
$32K 0.01%
350
264
$31K 0.01%
642
265
$31K 0.01%
400
266
$31K 0.01%
2,160
-25
267
$30K 0.01%
292
+142
268
$30K 0.01%
444
269
$29K 0.01%
651
-696
270
$27K 0.01%
413
271
$27K 0.01%
143
272
$26K 0.01%
500
273
$25K 0.01%
+77
274
$25K 0.01%
491
275
$25K 0.01%
1,063
-15
9 10
11
12 13