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
101
$330K 0.14%
3,848
+80
102
$328K 0.14%
7,831
-7,301
103
$325K 0.14%
4,058
-6,839
104
$322K 0.13%
594
-26
105
$314K 0.13%
612
+214
106
$309K 0.13%
2,812
-12
107
$307K 0.13%
1,245
+82
108
$305K 0.13%
1,368
+202
109
$302K 0.13%
7,245
-8,933
110
$298K 0.12%
1,235
+200
111
$287K 0.12%
18,920
-750
112
$275K 0.11%
4,352
-9
113
$270K 0.11%
3,528
+50
114
$263K 0.11%
1,641
+261
115
$260K 0.11%
1,157
116
$256K 0.11%
3,056
+176
117
$253K 0.11%
3,282
+3,166
118
$251K 0.1%
4,952
-7
119
$248K 0.1%
1,284
120
$247K 0.1%
5,090
-340
121
$233K 0.1%
3,504
+160
122
$233K 0.1%
2,046
+300
123
$232K 0.1%
18,300
124
$225K 0.09%
5,511
-668
125
$223K 0.09%
4,539
-8,935
3 4
5
6 7