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
126
$316K 0.09%
1,731
+110
127
$311K 0.08%
588
+553
128
$303K 0.08%
1,027
+575
129
$299K 0.08%
5,669
+806
130
$297K 0.08%
2,490
+2,330
131
$296K 0.08%
+2,156
132
$289K 0.08%
7,155
133
$287K 0.08%
7,811
134
$283K 0.08%
2,854
-4,190
135
$279K 0.08%
3,481
+2,809
136
$278K 0.08%
3,100
+2,253
137
$272K 0.07%
535
+66
138
$269K 0.07%
1,464
+458
139
$261K 0.07%
2,503
+2,293
140
$255K 0.07%
1,240
+1,125
141
$253K 0.07%
3,073
-179
142
$252K 0.07%
+18,815
143
$245K 0.07%
1,216
+832
144
$243K 0.07%
1,877
+1
145
$242K 0.07%
522
+502
146
$241K 0.07%
+65
147
$241K 0.07%
1,048
+393
148
$241K 0.07%
+899
149
$240K 0.06%
+8,143
150
$236K 0.06%
+752
4 5
6
7 8