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
576
$1K ﹤0.01%
+50
577
$1K ﹤0.01%
+23
578
$1K ﹤0.01%
12
579
$1K ﹤0.01%
46
580
$1K ﹤0.01%
19
581
$1K ﹤0.01%
12
582
$1K ﹤0.01%
3
583
$1K ﹤0.01%
+25
584
$1K ﹤0.01%
220
+200
585
$1K ﹤0.01%
25
586
$1K ﹤0.01%
+290
587
$1K ﹤0.01%
18
588
$1K ﹤0.01%
72
589
$1K ﹤0.01%
11
590
$1K ﹤0.01%
24
591
$1K ﹤0.01%
+2
592
$1K ﹤0.01%
+5
593
$1K ﹤0.01%
5
594
$1K ﹤0.01%
59
595
$1K ﹤0.01%
13
596
$1K ﹤0.01%
4
597
$1K ﹤0.01%
24
598
$1K ﹤0.01%
100
+52
599
$1K ﹤0.01%
438
600
$1K ﹤0.01%
3
22 23
24
25 26