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
176
$181K 0.05%
1,050
-8
177
$178K 0.05%
2,385
+219
178
$177K 0.05%
468
179
$174K 0.05%
+487
180
$173K 0.05%
642
+4
181
$172K 0.05%
326
+172
182
$172K 0.05%
1,583
+488
183
$171K 0.05%
+407
184
$171K 0.05%
1,281
+1,061
185
$170K 0.05%
587
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186
$168K 0.05%
+888
187
$163K 0.04%
787
+437
188
$161K 0.04%
6,608
+1,065
189
$161K 0.04%
4,415
190
$159K 0.04%
605
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191
$159K 0.04%
+920
192
$156K 0.04%
+1,366
193
$156K 0.04%
883
-18
194
$153K 0.04%
1,514
+1,361
195
$152K 0.04%
+729
196
$151K 0.04%
+1,127
197
$151K 0.04%
506
-154
198
$151K 0.04%
+2,395
199
$150K 0.04%
1,006
+6
200
$150K 0.04%
3,036
+265
6 7
8
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