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
151
$331K 0.08%
1,214
+42
152
$330K 0.08%
1,697
-34
153
$328K 0.08%
7,811
154
$328K 0.08%
4,760
+2,304
155
$324K 0.08%
1,370
+322
156
$318K 0.08%
4,772
+1,584
157
$314K 0.08%
1,847
+720
158
$312K 0.08%
2,839
+945
159
$304K 0.08%
7,155
160
$303K 0.08%
1,870
+497
161
$303K 0.08%
717
+249
162
$301K 0.08%
2,790
+1,125
163
$292K 0.07%
2,008
-345
164
$292K 0.07%
5,479
+3,553
165
$291K 0.07%
7,939
+3,734
166
$291K 0.07%
1,032
+5
167
$289K 0.07%
2,522
+19
168
$288K 0.07%
1,169
+440
169
$282K 0.07%
887
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170
$281K 0.07%
7,691
+4,020
171
$277K 0.07%
1,877
172
$275K 0.07%
601
+194
173
$273K 0.07%
1,199
+337
174
$270K 0.07%
3,078
+5
175
$268K 0.07%
547
+12
5 6
7
8 9