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
326
$43.9K 0.01%
1,500
327
$43.8K 0.01%
86
+2
328
$43K 0.01%
300
329
$42.9K 0.01%
442
330
$42.8K 0.01%
250
331
$42.6K 0.01%
+405
332
$41.8K 0.01%
2,520
-474
333
$41.6K 0.01%
446
+127
334
$41.4K 0.01%
50
335
$40.9K 0.01%
640
336
$40.3K 0.01%
550
337
$39.2K 0.01%
802
+45
338
$39.1K 0.01%
78
+3
339
$39.1K 0.01%
824
-152
340
$38.8K 0.01%
7,340
+2,136
341
$38.7K 0.01%
+157
342
$38.2K 0.01%
415
+229
343
$38K 0.01%
1,237
-2,615
344
$37.6K 0.01%
159
345
$37.3K 0.01%
664
+14
346
$37.2K 0.01%
490
347
$36.5K 0.01%
500
348
$36.1K 0.01%
700
349
$35.8K 0.01%
442
-588
350
$35.7K 0.01%
1,201
-250
12 13
14
15 16