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
1
$91.8M 24.78%
148,517
+8,719
2
$23M 6.22%
54,260
+6,850
3
$16.7M 4.51%
336,056
-39,375
4
$14.3M 3.85%
272,487
+2,479
5
$11.9M 3.23%
352,805
+12,651
6
$10.3M 2.78%
50,141
+3,413
7
$9.49M 2.56%
31,194
+699
8
$9.22M 2.49%
126,623
+21,925
9
$7.91M 2.14%
15,895
+934
10
$7.18M 1.94%
73,104
+7,230
11
$5.4M 1.46%
9,793
+764
12
$4.97M 1.34%
70,241
-1,449
13
$4.52M 1.22%
14,830
-882
14
$4.12M 1.11%
30,887
+1,122
15
$4.1M 1.11%
108,604
+4,470
16
$3.85M 1.04%
30,412
-420
17
$3.73M 1.01%
39,169
-1,201
18
$3.56M 0.96%
3,598
+41
19
$3.5M 0.95%
12,268
-95
20
$3.5M 0.94%
17,077
-26
21
$3.16M 0.85%
14,422
+1,831
22
$3.1M 0.84%
19,605
+3,329
23
$2.84M 0.77%
25,970
+2,936
24
$2.77M 0.75%
65,615
25
$2.49M 0.67%
14,132
-39
1
2 3 4 5