AWM

Atticus Wealth Management Portfolio holdings

AUM $370M
1-Year Est. Return 13.35%
This Quarter Est. Return
1 Year Est. Return
+13.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$210M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1 +$6.41M
2 +$6.37M
3 +$5.49M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.46M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.11M

Sector Composition

1 Technology 7.9%
2 Consumer Staples 4.58%
3 Consumer Discretionary 3.85%
4 Communication Services 3.51%
5 Financials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$215K 0.1%
16,120
-3,920
102
$211K 0.1%
2,044
-455
103
$210K 0.1%
750
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104
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105
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108
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109
$200K 0.1%
2,659
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$197K 0.09%
995
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111
$192K 0.09%
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112
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113
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114
$185K 0.09%
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115
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116
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122
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123
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2,768
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125
$154K 0.07%
386
-17