AWM
Atticus Wealth Management Portfolio holdings
AUM
$405M
1-Year Est. Return
16.99%
This Fund
S&P 500
1 Year Est. Return
+16.99%
AUM
$230M
AUM Growth
+$19.8M
(+9.4%)
Holding
402
Top Buys
| 1 | +$839K | |
| 2 | +$683K | |
| 3 | +$649K | |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$617K |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$597K |
Top Sells
| 1 | +$523K | |
| 2 | +$289K | |
| 3 | +$272K | |
| 4 |
Trade Desk
TTD
|
+$254K |
| 5 |
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% |