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
476
$10.2K ﹤0.01%
+208
477
$10.1K ﹤0.01%
837
478
$9.91K ﹤0.01%
+73
479
$9.7K ﹤0.01%
1,799
480
$9.61K ﹤0.01%
100
481
$9.49K ﹤0.01%
75
482
$9.46K ﹤0.01%
174
483
$9.39K ﹤0.01%
60
484
$9.31K ﹤0.01%
+84
485
$9.19K ﹤0.01%
+602
486
$8.92K ﹤0.01%
78
487
$8.78K ﹤0.01%
362
+4
488
$8.71K ﹤0.01%
1,854
489
$8.56K ﹤0.01%
+310
490
$8.36K ﹤0.01%
+76
491
$8.32K ﹤0.01%
54
+4
492
$8.26K ﹤0.01%
294
493
$8.22K ﹤0.01%
189
494
$8.07K ﹤0.01%
300
-20
495
$8K ﹤0.01%
267
496
$7.98K ﹤0.01%
591
497
$7.96K ﹤0.01%
70
-10
498
$7.93K ﹤0.01%
+388
499
$7.74K ﹤0.01%
+124
500
$7.72K ﹤0.01%
80
-10
18 19
20
21 22