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
426
$17.5K ﹤0.01%
224
+1
427
$17.3K ﹤0.01%
450
-50
428
$17.2K ﹤0.01%
7,425
429
$17.1K ﹤0.01%
188
430
$17K ﹤0.01%
+435
431
$17K ﹤0.01%
229
432
$17K ﹤0.01%
150
433
$17K ﹤0.01%
+137
434
$16.9K ﹤0.01%
+782
435
$16.6K ﹤0.01%
233
-20
436
$16.5K ﹤0.01%
+574
437
$16.1K ﹤0.01%
1,000
438
$15.8K ﹤0.01%
194
+4
439
$15.6K ﹤0.01%
+185
440
$14.8K ﹤0.01%
800
441
$14.4K ﹤0.01%
120
-10
442
$14.3K ﹤0.01%
320
443
$14.2K ﹤0.01%
81
444
$13.9K ﹤0.01%
+570
445
$13.7K ﹤0.01%
+140
446
$13.6K ﹤0.01%
176
447
$13.6K ﹤0.01%
200
-20
448
$13.6K ﹤0.01%
414
449
$13.5K ﹤0.01%
136
450
$13.4K ﹤0.01%
+200
16 17
18
19 20