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
576
$1K ﹤0.01%
18
577
$1K ﹤0.01%
72
578
$1K ﹤0.01%
11
579
$1K ﹤0.01%
24
580
$1K ﹤0.01%
+2
581
$1K ﹤0.01%
+5
582
$1K ﹤0.01%
6
583
$1K ﹤0.01%
30
-2
584
$1K ﹤0.01%
30
585
$1K ﹤0.01%
20
586
$1K ﹤0.01%
1,170
587
$1K ﹤0.01%
23
588
$1K ﹤0.01%
9
589
$1K ﹤0.01%
5
590
$1K ﹤0.01%
59
591
$1K ﹤0.01%
13
592
$1K ﹤0.01%
4
593
$1K ﹤0.01%
24
594
$1K ﹤0.01%
100
+52
595
$1K ﹤0.01%
438
596
$1K ﹤0.01%
3
597
$1K ﹤0.01%
9
598
$1K ﹤0.01%
10
599
$1K ﹤0.01%
200
600
$1K ﹤0.01%
+10
22 23
24
25 26