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
651
$361 ﹤0.01%
73
-203
652
$361 ﹤0.01%
+2
653
$335 ﹤0.01%
8
654
$324 ﹤0.01%
+3
655
$320 ﹤0.01%
8
656
$315 ﹤0.01%
+1
657
$311 ﹤0.01%
69
658
$293 ﹤0.01%
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659
$271 ﹤0.01%
+1
660
$268 ﹤0.01%
191
661
$257 ﹤0.01%
1
662
$252 ﹤0.01%
+7
663
$242 ﹤0.01%
+10
664
$240 ﹤0.01%
1
665
$234 ﹤0.01%
3
666
$213 ﹤0.01%
2
667
$191 ﹤0.01%
+2
668
$156 ﹤0.01%
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-2
669
$145 ﹤0.01%
1
670
$105 ﹤0.01%
4
671
$102 ﹤0.01%
37
672
$52 ﹤0.01%
24
-2
673
$43 ﹤0.01%
1
674
$34 ﹤0.01%
28
675
$17 ﹤0.01%
1
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