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
276
$73K 0.02%
1,940
277
$72.7K 0.02%
2,795
278
$72K 0.02%
182
+2
279
$70.8K 0.02%
1,050
+385
280
$70.7K 0.02%
+214
281
$68.9K 0.02%
750
282
$68.5K 0.02%
+285
283
$67.4K 0.02%
566
-5,707
284
$66.4K 0.02%
698
+9
285
$65.6K 0.02%
313
286
$65.3K 0.02%
946
287
$64.8K 0.02%
2,891
+2,751
288
$64K 0.02%
500
289
$63.8K 0.02%
455
290
$63.7K 0.02%
143
+3
291
$63.6K 0.02%
+781
292
$63.1K 0.02%
350
293
$62.5K 0.02%
756
+4
294
$60.8K 0.02%
200
295
$60.4K 0.02%
1,680
296
$59.3K 0.02%
240
297
$59.1K 0.02%
1,332
298
$59K 0.02%
1,428
+20
299
$58.4K 0.02%
1,228
+11
300
$58.3K 0.02%
+274
10 11
12
13 14