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
+$3.31M
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
VO icon
251
Vanguard Mid-Cap ETF
VO
$91.9B
– –
-425
VOOV icon
252
Vanguard S&P 500 Value ETF
VOOV
$5.99B
– –
-888
VOT icon
253
Vanguard Mid-Cap Growth ETF
VOT
$16.7B
– –
-272
VOX icon
254
Vanguard Communication Services ETF
VOX
$5.66B
– –
-250
VPU icon
255
Vanguard Utilities ETF
VPU
$8.58B
– –
-883
VRSK icon
256
Verisk Analytics
VRSK
$25.3B
– –
-4
VRTX icon
257
Vertex Pharmaceuticals
VRTX
$114B
– –
-143
VTI icon
258
Vanguard Total Stock Market ETF
VTI
$559B
– –
-14
WCC icon
259
WESCO International
WCC
$13.7B
– –
-71
WHR icon
260
Whirlpool
WHR
$3.5B
– –
-234
WMB icon
261
Williams Companies
WMB
$87.7B
– –
-16
WM icon
262
Waste Management
WM
$93.2B
– –
-118
WPC icon
263
W.P. Carey
WPC
$15.2B
– –
-124
WSM icon
264
Williams-Sonoma
WSM
$21.5B
– –
-125
WTFC icon
265
Wintrust Financial
WTFC
$9.42B
– –
-137
WTW icon
266
Willis Towers Watson
WTW
$27.1B
– –
-4
WY icon
267
Weyerhaeuser
WY
$17.4B
– –
-133
XEL icon
268
Xcel Energy
XEL
$49.7B
– –
-200
XLB icon
269
State Street Materials Select Sector SPDR ETF
XLB
$6.63B
– –
-656
XLE icon
270
State Street Energy Select Sector SPDR ETF
XLE
$41B
– –
-1,048
XLC icon
271
State Street Communication Services Select Sector SPDR ETF
XLC
$24B
– –
-1,583
XLI icon
272
State Street Industrial Select Sector SPDR ETF
XLI
$28.7B
– –
-655
XLP icon
273
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.5B
– –
-442
XSD icon
274
State Street SPDR S&P Semiconductor ETF
XSD
$1.65B
– –
-1
ZTS icon
275
Zoetis
ZTS
$49.5B
– –
-548
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