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
576
$1.63K ﹤0.01%
20
577
$1.63K ﹤0.01%
+36
578
$1.6K ﹤0.01%
+6
579
$1.5K ﹤0.01%
+14
580
$1.5K ﹤0.01%
+24
581
$1.47K ﹤0.01%
+2
582
$1.44K ﹤0.01%
+61
583
$1.39K ﹤0.01%
+27
584
$1.39K ﹤0.01%
+77
585
$1.33K ﹤0.01%
80
586
$1.28K ﹤0.01%
+14
587
$1.27K ﹤0.01%
20
588
$1.25K ﹤0.01%
12
589
$1.25K ﹤0.01%
+4
590
$1.23K ﹤0.01%
+4
591
$1.19K ﹤0.01%
+100
592
$1.17K ﹤0.01%
272
593
$1.17K ﹤0.01%
+9
594
$1.11K ﹤0.01%
24
595
$1.09K ﹤0.01%
+5
596
$1.08K ﹤0.01%
+13
597
$1.08K ﹤0.01%
+7
598
$1.05K ﹤0.01%
+2
599
$1.05K ﹤0.01%
+60
600
$1K ﹤0.01%
+16
22 23
24
25 26