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
76
$634K 0.17%
4,428
+56
77
$630K 0.17%
15,838
+6,929
78
$618K 0.17%
+7,179
79
$588K 0.16%
13,348
80
$587K 0.16%
6,002
+2,057
81
$581K 0.16%
4,122
+3,272
82
$579K 0.16%
735
+33
83
$560K 0.15%
1,030
+505
84
$552K 0.15%
3,612
-208
85
$547K 0.15%
10,797
+1,021
86
$528K 0.14%
2,718
-50
87
$524K 0.14%
1,049
+29
88
$509K 0.14%
7,334
+6,729
89
$498K 0.13%
3,767
+65
90
$486K 0.13%
6,140
+2,097
91
$480K 0.13%
2,464
92
$478K 0.13%
3,511
+860
93
$471K 0.13%
+2,720
94
$455K 0.12%
3,340
+2,259
95
$449K 0.12%
1,370
+107
96
$440K 0.12%
621
+241
97
$438K 0.12%
7,711
+6,386
98
$438K 0.12%
+5,278
99
$425K 0.11%
1,098
+124
100
$424K 0.11%
1,781
+1,260
2 3
4
5 6