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
101
$545K 0.14%
4,007
+1,517
102
$539K 0.14%
4,401
+1,570
103
$536K 0.14%
2,890
-722
104
$525K 0.13%
3,757
-10
105
$518K 0.13%
2,484
+20
106
$508K 0.13%
1,662
+383
107
$497K 0.13%
15,829
+5,005
108
$491K 0.12%
718
-17
109
$480K 0.12%
6,954
+4,747
110
$479K 0.12%
3,349
+1,193
111
$474K 0.12%
5,647
-493
112
$472K 0.12%
110
+45
113
$470K 0.12%
2,807
+428
114
$468K 0.12%
2,300
-418
115
$456K 0.12%
2,480
+1,240
116
$454K 0.11%
386
+140
117
$444K 0.11%
8,848
-4,559
118
$437K 0.11%
5,706
+2,843
119
$434K 0.11%
5,155
-123
120
$431K 0.11%
1,263
+43
121
$429K 0.11%
2,225
+946
122
$426K 0.11%
2,824
-17
123
$426K 0.11%
4,499
+1,399
124
$416K 0.11%
2,857
-602
125
$415K 0.1%
1,109
+622
3 4
5
6 7