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
151
$234K 0.06%
5,654
-1,444
152
$233K 0.06%
+246
153
$232K 0.06%
1,411
+235
154
$232K 0.06%
289
+267
155
$228K 0.06%
731
+369
156
$222K 0.06%
+1,868
157
$219K 0.06%
3,188
+2,549
158
$219K 0.06%
5,362
+80
159
$212K 0.06%
+1,279
160
$212K 0.06%
779
+766
161
$212K 0.06%
954
+8
162
$210K 0.06%
+2,863
163
$205K 0.06%
+468
164
$203K 0.05%
291
+16
165
$200K 0.05%
+1,894
166
$199K 0.05%
+830
167
$198K 0.05%
1,002
+7
168
$195K 0.05%
+2,777
169
$195K 0.05%
862
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170
$195K 0.05%
1,373
+959
171
$193K 0.05%
74
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172
$193K 0.05%
+1,795
173
$188K 0.05%
862
+762
174
$186K 0.05%
1,496
-113
175
$183K 0.05%
655
+541
5 6
7
8 9