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
$207M
AUM Growth
-$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1 +$9.21K

Sector Composition

1 Technology 9.44%
2 Consumer Staples 5.98%
3 Healthcare 4.55%
4 Consumer Discretionary 3.46%
5 Financials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$22K 0.01%
491
302
$22K 0.01%
216
303
$22K 0.01%
113
304
$21K 0.01%
266
305
$21K 0.01%
1,000
306
$21K 0.01%
375
307
$20K 0.01%
154
308
$20K 0.01%
50
309
$20K 0.01%
439
310
$20K 0.01%
1,064
311
$20K 0.01%
400
312
$20K 0.01%
567
313
$20K 0.01%
459
314
$20K 0.01%
875
315
$19K 0.01%
80
316
$19K 0.01%
237
317
$19K 0.01%
385
318
$19K 0.01%
1,080
319
$19K 0.01%
259
320
$19K 0.01%
236
321
$19K 0.01%
209
322
$18K 0.01%
150
323
$18K 0.01%
200
324
$18K 0.01%
390
325
$18K 0.01%
261