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
76
$716K 0.18%
16,858
+6,258
77
$715K 0.18%
4,474
+1,754
78
$715K 0.18%
15,634
79
$709K 0.18%
4,564
+136
80
$707K 0.18%
2,878
+1,097
81
$690K 0.17%
7,500
+7,315
82
$684K 0.17%
10,612
+4,580
83
$683K 0.17%
1,121
+72
84
$676K 0.17%
5,999
+27
85
$669K 0.17%
7,955
86
$656K 0.17%
3,221
+67
87
$656K 0.17%
1,466
+436
88
$652K 0.16%
15,838
89
$648K 0.16%
14,740
+5,292
90
$640K 0.16%
11,883
-459
91
$623K 0.16%
6,545
+2,250
92
$614K 0.16%
10,683
+4,768
93
$611K 0.15%
13,348
94
$607K 0.15%
907
+335
95
$605K 0.15%
+5,771
96
$605K 0.15%
4,515
+1,004
97
$604K 0.15%
1,431
+61
98
$599K 0.15%
974
+386
99
$565K 0.14%
9,893
+2,182
100
$559K 0.14%
9,188
+3,310
2 3
4
5 6