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
201
$150K 0.04%
1,665
+1,650
202
$150K 0.04%
5,166
-71
203
$147K 0.04%
514
+1
204
$147K 0.04%
549
+10
205
$145K 0.04%
4,561
+4,461
206
$145K 0.04%
2,746
+56
207
$145K 0.04%
+2,207
208
$143K 0.04%
2,455
+9
209
$140K 0.04%
3,337
+3,325
210
$138K 0.04%
907
+787
211
$138K 0.04%
+69
212
$136K 0.04%
+468
213
$136K 0.04%
+2,456
214
$135K 0.04%
2,592
-595
215
$134K 0.04%
1,085
+945
216
$133K 0.04%
+481
217
$130K 0.04%
1,176
+6
218
$130K 0.04%
+1,926
219
$128K 0.03%
+3,671
220
$127K 0.03%
+4,205
221
$126K 0.03%
+1,115
222
$126K 0.03%
120
223
$124K 0.03%
+402
224
$123K 0.03%
532
+65
225
$122K 0.03%
1,340
+13
7 8
9
10 11