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
$396M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
680
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$2.1M
3
+$1.1M
4
PLTR icon
Palantir
PLTR
+$1.05M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$904K

Top Sells

1
+$4.87M
2
+$2.33M
3
+$619K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$561K
5
OEF icon
iShares S&P 100 ETF
OEF
+$460K

Sector Composition

1 Technology 10.43%
2 Consumer Discretionary 3.11%
3 Financials 2.93%
4 Consumer Staples 2.8%
5 Communication Services 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.88M 0.73%
65,615
27
$2.81M 0.71%
25,404
+7,388
28
$2.49M 0.63%
26,648
-56
29
$2.47M 0.62%
7,829
+1,376
30
$2.37M 0.6%
5,327
+3,168
31
$2.26M 0.57%
55,028
-1,330
32
$2.11M 0.53%
22,612
-1,280
33
$2.07M 0.52%
5,108
+611
34
$2.01M 0.51%
47,728
35
$1.89M 0.48%
2,577
+717
36
$1.85M 0.47%
28,420
-3,281
37
$1.84M 0.46%
27,190
-1,604
38
$1.8M 0.46%
15,044
-24
39
$1.8M 0.45%
7,424
-1,074
40
$1.8M 0.45%
9,840
+6,500
41
$1.78M 0.45%
33,281
-1,944
42
$1.72M 0.43%
5,030
+474
43
$1.68M 0.42%
14,820
+5,133
44
$1.67M 0.42%
22,168
-1,530
45
$1.62M 0.41%
5,745
+478
46
$1.5M 0.38%
7,891
+3,351
47
$1.46M 0.37%
5,985
+854
48
$1.37M 0.35%
34,596
49
$1.31M 0.33%
13,971
+6,792
50
$1.28M 0.32%
1,676
-31
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