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
301
$58.2K 0.02%
409
-28
302
$57.9K 0.02%
2,792
303
$57.9K 0.02%
10
304
$56K 0.02%
1,477
305
$55.1K 0.01%
660
+526
306
$54.9K 0.01%
2,034
307
$54.5K 0.01%
4,896
+61
308
$54K 0.01%
+1,950
309
$53.7K 0.01%
+158
310
$53.2K 0.01%
+1,907
311
$52.8K 0.01%
2,965
+42
312
$52.5K 0.01%
+333
313
$51.8K 0.01%
499
314
$51.5K 0.01%
2,210
315
$50.9K 0.01%
+1,362
316
$49.9K 0.01%
1,000
317
$49.9K 0.01%
444
318
$47.5K 0.01%
261
319
$46.4K 0.01%
+2,098
320
$46.3K 0.01%
+383
321
$46.1K 0.01%
200
-100
322
$45.1K 0.01%
3,822
+100
323
$44.9K 0.01%
3,012
+89
324
$44.4K 0.01%
1,048
+136
325
$44.4K 0.01%
488
+298
11 12
13
14 15