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
26
$1.97M 0.82%
26,813
-7,912
27
$1.85M 0.77%
10,407
+1,708
28
$1.77M 0.74%
32,611
-205
29
$1.68M 0.7%
21,644
+265
30
$1.57M 0.65%
3,269
+152
31
$1.54M 0.64%
5,630
-1,468
32
$1.53M 0.63%
4,674
-158
33
$1.5M 0.62%
10,311
-2,191
34
$1.48M 0.61%
16,946
+1,556
35
$1.48M 0.61%
36,812
+6,624
36
$1.36M 0.57%
12,440
+880
37
$1.26M 0.52%
+19,906
38
$1.25M 0.52%
8,680
+1,195
39
$1.24M 0.52%
20,563
-2,546
40
$1.24M 0.51%
16,205
+700
41
$1.23M 0.51%
15,473
-130
42
$1.21M 0.5%
5,527
-952
43
$1.18M 0.49%
15,325
-130,350
44
$1.15M 0.48%
5,118
+396
45
$1.14M 0.47%
15,835
-10,199
46
$1.12M 0.47%
7,476
+4,601
47
$1.12M 0.46%
15,935
+51
48
$1.07M 0.45%
9,050
49
$1.06M 0.44%
11,587
-175
50
$1M 0.42%
21,163
-346
1
2
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