AWM

Atticus Wealth Management Portfolio holdings

AUM $369M
1-Year Est. Return 17.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.86%
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
676
$10 ﹤0.01%
+1
677
$9 ﹤0.01%
1
678
$6 ﹤0.01%
2
679
– –
0
680
– –
0
681
– –
-138
682
– –
-259
683
– –
-2,160
684
– –
-250
685
– –
-413
686
– –
-840
687
– –
0
688
– –
-516
689
– –
-650
690
– –
-56
691
– –
-700
692
– –
0
693
– –
-357
694
– –
-1,071
695
– –
-12
696
– –
-300
697
– –
0
698
– –
-46
699
– –
-2,000
24 25 26 27
28