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
301
$17K 0.01%
+70
302
$17K 0.01%
+75
303
$16K 0.01%
1,000
304
$16K 0.01%
408
305
$15K 0.01%
135
-21
306
$15K 0.01%
210
307
$15K 0.01%
188
308
$14K 0.01%
193
+1
309
$14K 0.01%
217
+63
310
$12K 0.01%
171
311
$11K ﹤0.01%
+333
312
$11K ﹤0.01%
500
313
$11K ﹤0.01%
85
314
$11K ﹤0.01%
200
315
$10K ﹤0.01%
+153
316
$10K ﹤0.01%
2,288
+2,188
317
$10K ﹤0.01%
25
318
$9K ﹤0.01%
+479
319
$9K ﹤0.01%
30
320
$9K ﹤0.01%
330
-216
321
$9K ﹤0.01%
+170
322
$8K ﹤0.01%
99
+1
323
$7K ﹤0.01%
200
-1,200
324
$7K ﹤0.01%
45
-250
325
$7K ﹤0.01%
+223
11 12
13
14 15