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
51
$811K 0.34%
4,120
-16
52
$800K 0.33%
5,223
+560
53
$791K 0.33%
4,510
-417
54
$775K 0.32%
18,968
-1,540
55
$752K 0.31%
5,803
+2,756
56
$703K 0.29%
2,749
+145
57
$680K 0.28%
3,432
-289
58
$645K 0.27%
1,991
+97
59
$630K 0.26%
1,317
60
$610K 0.25%
6,129
+901
61
$589K 0.24%
8,394
-10,102
62
$586K 0.24%
8,193
-85
63
$584K 0.24%
1,851
-328
64
$571K 0.24%
17,380
-2,029
65
$569K 0.24%
6,028
-2,238
66
$558K 0.23%
7,587
+747
67
$557K 0.23%
2,315
+65
68
$544K 0.23%
3,755
-4
69
$530K 0.22%
9,003
-7,772
70
$529K 0.22%
2,142
+745
71
$524K 0.22%
10,504
-2,096
72
$514K 0.21%
3,087
+1,217
73
$513K 0.21%
5,051
-98
74
$504K 0.21%
3,819
+792
75
$498K 0.21%
8,469
+639
1 2
3
4 5