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
501
$7.49K ﹤0.01%
200
502
$7.38K ﹤0.01%
250
503
$7.33K ﹤0.01%
30
504
$7.19K ﹤0.01%
155
-852
505
$6.93K ﹤0.01%
100
-20
506
$6.83K ﹤0.01%
1,000
507
$6.62K ﹤0.01%
+77
508
$6.53K ﹤0.01%
437
509
$6.38K ﹤0.01%
+57
510
$6.07K ﹤0.01%
+36
511
$5.86K ﹤0.01%
13
+1
512
$5.82K ﹤0.01%
26
513
$5.81K ﹤0.01%
66
+5
514
$5.79K ﹤0.01%
421
-100
515
$5.69K ﹤0.01%
200
516
$5.44K ﹤0.01%
432
+5
517
$5.08K ﹤0.01%
97
+1
518
$5.02K ﹤0.01%
270
519
$5.01K ﹤0.01%
105
520
$5.01K ﹤0.01%
+16
521
$4.93K ﹤0.01%
16
522
$4.85K ﹤0.01%
30
523
$4.83K ﹤0.01%
66
524
$4.75K ﹤0.01%
50
525
$4.69K ﹤0.01%
230
+30
19 20
21
22 23