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
351
$35.6K 0.01%
358
+2
352
$35.6K 0.01%
470
-20
353
$35.3K 0.01%
344
+294
354
$35.1K 0.01%
582
-58
355
$35K 0.01%
1,066
356
$34.8K 0.01%
317
357
$34.1K 0.01%
+207
358
$33.9K 0.01%
213
+212
359
$33.8K 0.01%
378
+35
360
$33.7K 0.01%
+454
361
$33.6K 0.01%
600
362
$33.5K 0.01%
593
363
$33.4K 0.01%
275
364
$32.6K 0.01%
491
365
$31.9K 0.01%
100
366
$31.9K 0.01%
322
367
$31.8K 0.01%
816
368
$30.5K 0.01%
+622
369
$30.4K 0.01%
20
370
$29.9K 0.01%
595
371
$29.4K 0.01%
+37
372
$29.2K 0.01%
47,804
373
$29.2K 0.01%
+769
374
$29.1K 0.01%
+414
375
$28.8K 0.01%
656
-18
13 14
15
16 17