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
326
$7K ﹤0.01%
+253
327
$6K ﹤0.01%
+57
328
$5K ﹤0.01%
44
329
$5K ﹤0.01%
+300
330
$5K ﹤0.01%
1,000
331
$5K ﹤0.01%
85
+14
332
$4K ﹤0.01%
26
333
$4K ﹤0.01%
30
334
$4K ﹤0.01%
+125
335
$4K ﹤0.01%
117
336
$3K ﹤0.01%
+30
337
$3K ﹤0.01%
+40
338
$3K ﹤0.01%
122
339
$3K ﹤0.01%
+40
340
$3K ﹤0.01%
10
-200
341
$3K ﹤0.01%
+50
342
$3K ﹤0.01%
+45
343
$3K ﹤0.01%
+60
344
$3K ﹤0.01%
24
345
$3K ﹤0.01%
30
-579
346
$3K ﹤0.01%
+40
347
$2K ﹤0.01%
42
348
$2K ﹤0.01%
100
349
$2K ﹤0.01%
11
-998
350
$2K ﹤0.01%
126
+30
12 13
14
15 16