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
$241M
AUM Growth
-$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$3.19M
3
+$2.43M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.23M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.37M

Top Sells

1
+$10M
2
+$1.98M
3
+$1.62M
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
+$962K

Sector Composition

1 Technology 8.11%
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%
84
-1
402
$11K ﹤0.01%
1,000
403
$11K ﹤0.01%
250
404
$10K ﹤0.01%
155
405
$10K ﹤0.01%
44
-194
406
$10K ﹤0.01%
380
+100
407
$10K ﹤0.01%
90
+10
408
$10K ﹤0.01%
70
409
$10K ﹤0.01%
100
410
$10K ﹤0.01%
22
411
$9K ﹤0.01%
215
412
$9K ﹤0.01%
100
413
$9K ﹤0.01%
+380
414
$9K ﹤0.01%
473
415
$9K ﹤0.01%
58
416
$9K ﹤0.01%
+200
417
$9K ﹤0.01%
404
-46
418
$9K ﹤0.01%
36
419
$9K ﹤0.01%
410
-3,075
420
$9K ﹤0.01%
33
+5
421
$9K ﹤0.01%
52
+6
422
$8K ﹤0.01%
41
-14
423
$8K ﹤0.01%
436
424
$8K ﹤0.01%
83
+3
425
$8K ﹤0.01%
750
15 16
17
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