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
126
$223K 0.09%
10,637
-4,021
127
$220K 0.09%
791
+100
128
$213K 0.09%
2,665
+5
129
$212K 0.09%
2,500
+300
130
$208K 0.09%
885
+368
131
$196K 0.08%
1,125
-353
132
$194K 0.08%
1,439
+100
133
$190K 0.08%
14,070
+12,373
134
$186K 0.08%
4,473
+28
135
$185K 0.08%
2,025
-10,519
136
$183K 0.08%
1,086
137
$177K 0.07%
+120
138
$172K 0.07%
944
+3
139
$169K 0.07%
+3,000
140
$169K 0.07%
5,775
141
$165K 0.07%
1,074
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142
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143
$163K 0.07%
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144
$161K 0.07%
15,000
145
$157K 0.07%
258
-17
146
$157K 0.07%
9,000
-1,020
147
$157K 0.07%
1,593
+70
148
$152K 0.06%
395
+133
149
$151K 0.06%
350
-70
150
$149K 0.06%
3,493
-13
4 5
6
7 8