AWM

Atticus Wealth Management Portfolio holdings

AUM $369M
1-Year Est. Return 17.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.86%
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
26
$2.23M 0.6%
56,358
27
$2.21M 0.6%
26,704
+1,024
28
$2.14M 0.58%
23,892
+1,265
29
$1.99M 0.54%
18,016
+53
30
$1.97M 0.53%
31,701
-6,319
31
$1.91M 0.52%
47,728
32
$1.89M 0.51%
6,873
+4,040
33
$1.87M 0.51%
6,453
+2,551
34
$1.83M 0.5%
8,498
-1,776
35
$1.82M 0.49%
28,794
+188
36
$1.7M 0.46%
35,225
+760
37
$1.65M 0.45%
4,497
+1,211
38
$1.65M 0.44%
23,698
+3,598
39
$1.64M 0.44%
15,068
+576
40
$1.62M 0.44%
4,556
+803
41
$1.37M 0.37%
1,860
+436
42
$1.33M 0.36%
1,707
+58
43
$1.31M 0.36%
34,596
44
$1.2M 0.33%
8,990
-280
45
$1.16M 0.31%
8,638
+179
46
$1.15M 0.31%
5,267
+3,731
47
$1.11M 0.3%
32,973
-2,004
48
$1.1M 0.3%
6,893
+1,966
49
$1.08M 0.29%
19,382
+2,172
50
$1.05M 0.28%
7,577
+7
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2
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