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
76
$490K 0.2%
3,738
+4
77
$488K 0.2%
5,896
-275
78
$480K 0.2%
8,475
-75
79
$478K 0.2%
3,770
-243
80
$475K 0.2%
7,522
-255
81
$436K 0.18%
1,969
+477
82
$428K 0.18%
2,652
+80
83
$418K 0.17%
7,968
+2,292
84
$407K 0.17%
2,885
+704
85
$391K 0.16%
3,595
+391
86
$389K 0.16%
2,354
-164
87
$388K 0.16%
10,362
-1,326
88
$388K 0.16%
300
89
$385K 0.16%
6,204
-1,698
90
$380K 0.16%
3,372
-27
91
$371K 0.15%
9,159
+4,482
92
$368K 0.15%
11,811
93
$353K 0.15%
4,549
-1,174
94
$353K 0.15%
732
+448
95
$349K 0.14%
3,834
+615
96
$347K 0.14%
2,500
97
$345K 0.14%
2,425
+175
98
$343K 0.14%
936
-40
99
$330K 0.14%
1,148
+195
100
$330K 0.14%
2,580
+890
2 3
4
5 6