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
276
$24K 0.01%
400
277
$24K 0.01%
1,080
278
$24K 0.01%
+450
279
$23K 0.01%
264
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280
$23K 0.01%
150
281
$22K 0.01%
847
+5
282
$22K 0.01%
1,165
-20
283
$22K 0.01%
326
284
$22K 0.01%
750
285
$22K 0.01%
403
-133
286
$22K 0.01%
+100
287
$22K 0.01%
150
288
$21K 0.01%
2,000
289
$21K 0.01%
342
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290
$21K 0.01%
257
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291
$21K 0.01%
215
292
$20K 0.01%
266
-31
293
$20K 0.01%
92
294
$20K 0.01%
250
295
$19K 0.01%
300
296
$19K 0.01%
+661
297
$19K 0.01%
62
298
$17K 0.01%
+72
299
$17K 0.01%
800
300
$17K 0.01%
317
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