AWM

Atticus Wealth Management Portfolio holdings

AUM $396M
1-Year Est. Return 15.65%
This Quarter Est. Return
1 Year Est. Return
+15.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$241M
AUM Growth
-$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$3.04M
3
+$2.26M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.22M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.26M

Top Sells

1
+$10M
2
+$1.94M
3
+$1.46M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.22M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$961K

Sector Composition

1 Technology 8.12%
2 Consumer Staples 5.14%
3 Healthcare 3.91%
4 Consumer Discretionary 2.98%
5 Financials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$67K 0.03%
580
+539
227
$66K 0.03%
866
+729
228
$66K 0.03%
1,052
+572
229
$66K 0.03%
1,070
+248
230
$64K 0.03%
355
+200
231
$64K 0.03%
782
+741
232
$64K 0.03%
362
+90
233
$62K 0.03%
2,500
234
$61K 0.03%
1,835
+1,025
235
$61K 0.03%
+977
236
$60K 0.02%
1,000
237
$60K 0.02%
842
+42
238
$59K 0.02%
+468
239
$58K 0.02%
2,960
-8,656
240
$57K 0.02%
168
241
$57K 0.02%
+1,039
242
$56K 0.02%
1,205
-290
243
$55K 0.02%
1,539
-262
244
$54K 0.02%
2,050
245
$54K 0.02%
607
246
$53K 0.02%
973
247
$51K 0.02%
1,500
248
$51K 0.02%
3,000
249
$50K 0.02%
2,125
250
$50K 0.02%
896
+788
8 9
10
11 12