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
126
$408K 0.1%
13,149
+5,006
127
$405K 0.1%
418
+129
128
$399K 0.1%
4,086
+2,291
129
$396K 0.1%
2,870
+1,504
130
$395K 0.1%
6,720
-366
131
$390K 0.1%
1,389
+637
132
$389K 0.1%
1,347
+73
133
$388K 0.1%
7,654
-3,143
134
$387K 0.1%
775
+253
135
$387K 0.1%
10,000
136
$387K 0.1%
4,629
+3,115
137
$381K 0.1%
1,365
+466
138
$380K 0.1%
800
139
$380K 0.1%
2,252
+384
140
$370K 0.09%
1,050
-48
141
$365K 0.09%
8,461
142
$364K 0.09%
2,498
+4
143
$359K 0.09%
1,672
+456
144
$359K 0.09%
4,858
+2,463
145
$351K 0.09%
3,000
146
$346K 0.09%
4,084
+603
147
$344K 0.09%
1,451
+672
148
$343K 0.09%
4,296
-270
149
$335K 0.08%
5,893
+224
150
$332K 0.08%
24,872
+6,057
4 5
6
7 8