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
$207M
AUM Growth
-$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1 +$9.21K

Sector Composition

1 Technology 9.44%
2 Consumer Staples 5.98%
3 Healthcare 4.55%
4 Consumer Discretionary 3.46%
5 Financials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
-5,896
627
$0 ﹤0.01%
3
628
$0 ﹤0.01%
3
629
$0 ﹤0.01%
13
630
$0 ﹤0.01%
2
631
-400
632
-878
633
$0 ﹤0.01%
7
634
$0 ﹤0.01%
4
635
-188