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
$396M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
680
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$2.09M
3
+$1.41M
4
PLTR icon
Palantir
PLTR
+$1.19M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$909K

Top Sells

1
+$5.06M
2
+$2.46M
3
+$650K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$577K
5
OEF icon
iShares S&P 100 ETF
OEF
+$482K

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
UMAR icon
226
Innovator US Equity Ultra Buffer ETF March
UMAR
$114M
– –
-1,940
UNH icon
227
UnitedHealth
UNH
$247B
– –
-731
USB icon
228
US Bancorp
USB
$93.8B
– –
-36
USFR icon
229
WisdomTree Floating Rate Treasury Fund
USFR
$16.4B
– –
-595
USMV icon
230
iShares MSCI USA Min Vol Factor ETF
USMV
$23.3B
– –
-188
USO icon
231
United States Oil Fund
USO
$1.12B
– –
-1,154
VB icon
232
Vanguard Small-Cap ETF
VB
$74.3B
– –
-159
VDC icon
233
Vanguard Consumer Staples ETF
VDC
$8.03B
– –
-400
VEA icon
234
Vanguard FTSE Developed Markets ETF
VEA
$214B
– –
-407
VDE icon
235
Vanguard Energy ETF
VDE
$8.61B
– –
-566
VEU icon
236
Vanguard FTSE All-World ex-US ETF
VEU
$60.4B
– –
-317
VFC icon
237
VF Corp
VFC
$8.18B
– –
-220
VHT icon
238
Vanguard Health Care ETF
VHT
$17.3B
– –
-435
VIGI icon
239
Vanguard International Dividend Appreciation ETF
VIGI
$9.39B
– –
-300
VLTO icon
240
Veralto
VLTO
$23B
– –
-217
VLUE icon
241
iShares MSCI USA Value Factor ETF
VLUE
$10B
– –
-1,115
VNQ icon
242
Vanguard Real Estate ETF
VNQ
$36.1B
– –
-137
VO icon
243
Vanguard Mid-Cap ETF
VO
$95.1B
– –
-425
VOOV icon
244
Vanguard S&P 500 Value ETF
VOOV
$6.21B
– –
-888
VOT icon
245
Vanguard Mid-Cap Growth ETF
VOT
$17.8B
– –
-272
VOX icon
246
Vanguard Communication Services ETF
VOX
$6.12B
– –
-250
VPU icon
247
Vanguard Utilities ETF
VPU
$8.21B
– –
-883
VRSK icon
248
Verisk Analytics
VRSK
$24.8B
– –
-4
VRTX icon
249
Vertex Pharmaceuticals
VRTX
$119B
– –
-143
VTI icon
250
Vanguard Total Stock Market ETF
VTI
$587B
– –
-14
8 9
10
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