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
551
$2.85K ﹤0.01%
70
-10
552
$2.83K ﹤0.01%
85
553
$2.67K ﹤0.01%
+39
554
$2.67K ﹤0.01%
+33
555
$2.6K ﹤0.01%
299
-1,000
556
$2.58K ﹤0.01%
220
-20
557
$2.52K ﹤0.01%
12
+1
558
$2.5K ﹤0.01%
120
-125
559
$2.27K ﹤0.01%
+19
560
$2.22K ﹤0.01%
+18
561
$2.19K ﹤0.01%
100
562
$2.09K ﹤0.01%
+311
563
$2.06K ﹤0.01%
+8
564
$2.05K ﹤0.01%
+30
565
$1.98K ﹤0.01%
+14
566
$1.95K ﹤0.01%
1,000
567
$1.92K ﹤0.01%
62
568
$1.9K ﹤0.01%
+39
569
$1.84K ﹤0.01%
75
570
$1.83K ﹤0.01%
87
+1
571
$1.79K ﹤0.01%
+22
572
$1.73K ﹤0.01%
+3
573
$1.68K ﹤0.01%
80
574
$1.67K ﹤0.01%
6
575
$1.65K ﹤0.01%
+37
21 22
23
24 25