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
$207M
AUM Growth
-$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1 +$9.21K

Sector Composition

1 Technology 9.44%
2 Consumer Staples 5.98%
3 Healthcare 4.55%
4 Consumer Discretionary 3.46%
5 Financials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$6K ﹤0.01%
73
427
$6K ﹤0.01%
103
428
$6K ﹤0.01%
85
429
$5K ﹤0.01%
168
430
$5K ﹤0.01%
12
431
$5K ﹤0.01%
134
432
$5K ﹤0.01%
64
433
$5K ﹤0.01%
298
434
$5K ﹤0.01%
9
435
$5K ﹤0.01%
180
436
$5K ﹤0.01%
50
437
$5K ﹤0.01%
67
438
$5K ﹤0.01%
18
439
$5K ﹤0.01%
75
440
$5K ﹤0.01%
1,000
441
$5K ﹤0.01%
285
442
$5K ﹤0.01%
85
443
$5K ﹤0.01%
61
444
$4K ﹤0.01%
60
445
$4K ﹤0.01%
395
446
$4K ﹤0.01%
194
447
$4K ﹤0.01%
138
448
$4K ﹤0.01%
24
449
$4K ﹤0.01%
45
450
$4K ﹤0.01%
337