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
101
$417K 0.11%
7,086
+1,297
102
$409K 0.11%
9,448
+9,178
103
$407K 0.11%
+10,600
104
$392K 0.11%
+6,032
105
$386K 0.1%
10,824
+9,023
106
$375K 0.1%
800
107
$374K 0.1%
4,295
+4,205
108
$374K 0.1%
1,274
+134
109
$369K 0.1%
10,000
110
$365K 0.1%
2,841
+992
111
$356K 0.1%
1,220
+5
112
$355K 0.1%
572
+447
113
$354K 0.1%
3,459
+384
114
$349K 0.09%
8,461
115
$347K 0.09%
2,379
+822
116
$344K 0.09%
+2,831
117
$339K 0.09%
5,878
+5,361
118
$337K 0.09%
2,494
+4
119
$335K 0.09%
3,000
120
$334K 0.09%
761
+59
121
$331K 0.09%
1,172
+26
122
$326K 0.09%
+5,915
123
$321K 0.09%
4,463
-687
124
$321K 0.09%
1,279
+684
125
$318K 0.09%
2,353
+162
3 4
5
6 7