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
251
$93.4K 0.03%
365
252
$93.1K 0.03%
1,098
+400
253
$91.1K 0.02%
+401
254
$90.4K 0.02%
293
255
$89.5K 0.02%
889
+5
256
$88.4K 0.02%
534
257
$87.7K 0.02%
1,094
+44
258
$87.6K 0.02%
400
259
$87.4K 0.02%
1,084
-1,078
260
$86.5K 0.02%
1,475
+500
261
$85.9K 0.02%
+2,447
262
$85.9K 0.02%
389
263
$85.5K 0.02%
548
264
$84.4K 0.02%
920
-1,128
265
$84.4K 0.02%
1,154
266
$84.1K 0.02%
635
267
$83.3K 0.02%
790
268
$83.3K 0.02%
205
+130
269
$80.5K 0.02%
180
270
$78K 0.02%
586
+1
271
$77.3K 0.02%
272
272
$77.1K 0.02%
+3,816
273
$75.6K 0.02%
520
274
$74.9K 0.02%
2,790
+48
275
$73.1K 0.02%
307
+167
9 10
11
12 13