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
51
$991K 0.27%
22,683
+3,047
52
$982K 0.27%
1,729
+826
53
$962K 0.26%
8,737
-487
54
$928K 0.25%
1,651
+253
55
$910K 0.25%
5,131
+955
56
$904K 0.24%
5,114
-46
57
$867K 0.23%
20,436
+76
58
$851K 0.23%
+9,687
59
$841K 0.23%
19,190
60
$841K 0.23%
7,955
61
$825K 0.22%
4,540
+2,950
62
$804K 0.22%
2,752
+64
63
$786K 0.21%
21,778
64
$749K 0.2%
3,886
+11
65
$742K 0.2%
19,888
66
$735K 0.2%
8,727
+4,375
67
$717K 0.19%
3,916
+894
68
$704K 0.19%
5,185
69
$686K 0.19%
3,698
-42
70
$686K 0.19%
2,159
+431
71
$672K 0.18%
13,407
+326
72
$672K 0.18%
15,634
73
$646K 0.17%
12,342
-1,173
74
$645K 0.17%
3,154
+223
75
$644K 0.17%
5,972
+2,933
1 2
3
4 5