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
376
$28.8K 0.01%
+853
377
$28.7K 0.01%
+242
378
$27.5K 0.01%
300
-20
379
$27K 0.01%
300
+41
380
$27K 0.01%
118
-116
381
$26.9K 0.01%
220
382
$26.1K 0.01%
1,138
+13
383
$26.1K 0.01%
221
384
$25.7K 0.01%
+373
385
$25.5K 0.01%
258
386
$25.3K 0.01%
302
+75
387
$25.2K 0.01%
76
388
$25.2K 0.01%
+572
389
$24.9K 0.01%
195
390
$24.4K 0.01%
+520
391
$24.4K 0.01%
220
+1
392
$24.4K 0.01%
100
393
$23.7K 0.01%
+234
394
$23.5K 0.01%
194
-26
395
$23.2K 0.01%
425
396
$23.2K 0.01%
407
+23
397
$22.9K 0.01%
387
398
$22.7K 0.01%
1,000
399
$22.6K 0.01%
200
400
$22.6K 0.01%
230
+110
14 15
16
17 18