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
276
$42K 0.02%
1,204
-3,130
277
$42K 0.02%
211
+38
278
$42K 0.02%
420
+200
279
$41K 0.02%
580
+250
280
$41K 0.02%
1,500
281
$40K 0.02%
707
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282
$40K 0.02%
1,926
283
$39K 0.02%
+1,150
284
$38K 0.02%
430
285
$38K 0.02%
334
286
$38K 0.02%
334
-3,045
287
$37K 0.02%
1,057
288
$37K 0.02%
+909
289
$36K 0.02%
427
+200
290
$35K 0.01%
753
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291
$35K 0.01%
249
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292
$34K 0.01%
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293
$34K 0.01%
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294
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295
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296
$33K 0.01%
1,016
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297
$33K 0.01%
500
298
$33K 0.01%
1,000
299
$32K 0.01%
+1,451
300
$32K 0.01%
231
-235
10 11
12
13 14