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
526
$4.32K ﹤0.01%
25
527
$4.26K ﹤0.01%
14
528
$4.17K ﹤0.01%
30
-10
529
$4.13K ﹤0.01%
+283
530
$4.1K ﹤0.01%
31
531
$4.07K ﹤0.01%
+55
532
$4.02K ﹤0.01%
+125
533
$4.01K ﹤0.01%
+99
534
$3.94K ﹤0.01%
250
535
$3.76K ﹤0.01%
+196
536
$3.75K ﹤0.01%
+43
537
$3.75K ﹤0.01%
+205
538
$3.64K ﹤0.01%
+75
539
$3.42K ﹤0.01%
+133
540
$3.39K ﹤0.01%
154
541
$3.32K ﹤0.01%
17
542
$3.22K ﹤0.01%
17
543
$3.22K ﹤0.01%
1,170
544
$3.18K ﹤0.01%
+13
545
$3.17K ﹤0.01%
+82
546
$3.17K ﹤0.01%
111
547
$3.14K ﹤0.01%
125
548
$3.05K ﹤0.01%
29
+9
549
$3.01K ﹤0.01%
60
550
$2.92K ﹤0.01%
52
+11
20 21
22
23 24