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
$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
426
$8K ﹤0.01%
83
+3
427
$8K ﹤0.01%
436
428
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41
-14
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38
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500
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397
+357
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+267
434
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236
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760
436
$7K ﹤0.01%
49
437
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90
439
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62
+39
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24
+7
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78
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12
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66
446
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96
+50
447
$6K ﹤0.01%
25
+1
448
$6K ﹤0.01%
200
449
$6K ﹤0.01%
114
450
$6K ﹤0.01%
50
16 17
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