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
51
$1.24M 0.31%
8,100
+1,207
52
$1.19M 0.3%
9,890
+900
53
$1.17M 0.3%
8,410
-228
54
$1.13M 0.29%
22,972
+289
55
$1.12M 0.28%
33,045
+72
56
$1.08M 0.27%
1,768
+39
57
$1.07M 0.27%
7,509
-68
58
$1.07M 0.27%
20,502
+1,120
59
$1.05M 0.27%
8,726
-11
60
$1.02M 0.26%
1,796
+145
61
$962K 0.24%
6,049
+1,927
62
$954K 0.24%
5,114
63
$935K 0.24%
11,209
+2,482
64
$902K 0.23%
20,507
+71
65
$902K 0.23%
4,404
+488
66
$875K 0.22%
19,190
67
$862K 0.22%
3,722
+24
68
$819K 0.21%
3,911
+25
69
$816K 0.21%
21,778
70
$795K 0.2%
2,615
-137
71
$763K 0.19%
19,888
72
$751K 0.19%
7,287
+1,285
73
$744K 0.19%
10,874
+3,540
74
$726K 0.18%
5,185
75
$721K 0.18%
906
+285
1 2
3
4 5