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
401
$11K ﹤0.01%
1,000
402
$11K ﹤0.01%
84
-1
403
$11K ﹤0.01%
245
+40
404
$10K ﹤0.01%
22
405
$10K ﹤0.01%
100
406
$10K ﹤0.01%
70
407
$10K ﹤0.01%
90
+10
408
$10K ﹤0.01%
380
+100
409
$10K ﹤0.01%
44
-194
410
$10K ﹤0.01%
155
411
$9K ﹤0.01%
52
+6
412
$9K ﹤0.01%
100
413
$9K ﹤0.01%
33
+5
414
$9K ﹤0.01%
410
-3,075
415
$9K ﹤0.01%
36
416
$9K ﹤0.01%
215
417
$9K ﹤0.01%
404
-46
418
$9K ﹤0.01%
+200
419
$9K ﹤0.01%
58
420
$9K ﹤0.01%
473
421
$9K ﹤0.01%
+380
422
$8K ﹤0.01%
44
423
$8K ﹤0.01%
120
424
$8K ﹤0.01%
106
425
$8K ﹤0.01%
750
15 16
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