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
451
$13.2K ﹤0.01%
+71
452
$13.1K ﹤0.01%
+168
453
$13.1K ﹤0.01%
1,000
454
$13K ﹤0.01%
38
455
$12.9K ﹤0.01%
1,453
456
$12.8K ﹤0.01%
250
457
$12.8K ﹤0.01%
55
+5
458
$12.7K ﹤0.01%
200
-20
459
$12.2K ﹤0.01%
+137
460
$12.2K ﹤0.01%
127
461
$12K ﹤0.01%
40
462
$11.9K ﹤0.01%
+64
463
$11.8K ﹤0.01%
227
-74
464
$11.8K ﹤0.01%
780
465
$11.7K ﹤0.01%
457
466
$11.3K ﹤0.01%
20
+2
467
$11.2K ﹤0.01%
+258
468
$11K ﹤0.01%
+345
469
$10.9K ﹤0.01%
336
+2
470
$10.9K ﹤0.01%
+256
471
$10.7K ﹤0.01%
+269
472
$10.7K ﹤0.01%
175
473
$10.6K ﹤0.01%
+34
474
$10.6K ﹤0.01%
+116
475
$10.3K ﹤0.01%
903
17 18
19
20 21