AWM

Atticus Wealth Management Portfolio holdings

AUM $369M
1-Year Est. Return 17.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$396M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
680
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$2.1M
3
+$1.1M
4
PLTR icon
Palantir
PLTR
+$1.05M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$904K

Top Sells

1
+$4.87M
2
+$2.33M
3
+$619K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$561K
5
OEF icon
iShares S&P 100 ETF
OEF
+$460K

Sector Composition

1 Technology 10.43%
2 Consumer Discretionary 3.11%
3 Financials 2.93%
4 Consumer Staples 2.8%
5 Communication Services 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-4,463
227
– –
-1,680
228
– –
-3
229
– –
-3
230
– –
-787
231
– –
-10
232
– –
-200
233
– –
-317
234
– –
-300
235
– –
-3
236
– –
-13
237
– –
-71
238
– –
-1
239
– –
-234
240
– –
-124
241
– –
-125
242
– –
-137
243
– –
-4
244
– –
-656
245
– –
-1,048
246
– –
-1,583
247
– –
-655
248
– –
-442
249
– –
-1
250
– –
-3
8 9
10
11 12