We are live on ! Find out more
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
$311M
AUM Growth
+$5.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.02%
2 Consumer Staples 3.58%
3 Healthcare 1.99%
4 Consumer Discretionary 1.94%
5 Communication Services 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
-24
527
-4
528
-17
529
-520
530
-11
531
-11
532
-7
533
-128
534
-1
535
-15
536
0
537
-200
538
-8
539
-9
540
0
541
-10
542
-345
543
-6
544
-81
545
-10
546
-399
547
-8
548
-56
549
-407
550
-106