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
$230M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$839K
2
+$683K
3
+$649K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$617K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$597K

Top Sells

1
+$523K
2
+$289K
3
+$272K
4
TTD icon
Trade Desk
TTD
+$254K
5
MSFT icon
Microsoft
MSFT
+$227K

Sector Composition

1 Technology 8.82%
2 Consumer Staples 4.08%
3 Consumer Discretionary 3.82%
4 Communication Services 3.32%
5 Financials 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$94K 0.04%
1,675
177
$94K 0.04%
+274
178
$94K 0.04%
+617
179
$92K 0.04%
267
180
$90K 0.04%
139
+14
181
$90K 0.04%
+2,953
182
$90K 0.04%
1,316
183
$88K 0.04%
594
+331
184
$88K 0.04%
3,250
+1,936
185
$88K 0.04%
228
-3
186
$87K 0.04%
1,428
-18
187
$86K 0.04%
899
+797
188
$84K 0.04%
275
189
$80K 0.03%
438
190
$79K 0.03%
90
191
$79K 0.03%
527
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192
$79K 0.03%
562
193
$77K 0.03%
1,180
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194
$76K 0.03%
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195
$75K 0.03%
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196
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160
197
$73K 0.03%
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198
$72K 0.03%
1,372
+245
199
$70K 0.03%
347
-1,380
200
$69K 0.03%
390
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8
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