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
176
$267K 0.07%
4,156
+1,379
177
$262K 0.07%
2,615
-239
178
$261K 0.07%
+5,653
179
$260K 0.07%
1,543
+79
180
$256K 0.06%
1,467
+56
181
$254K 0.06%
722
+320
182
$252K 0.06%
812
+344
183
$250K 0.06%
5,924
+270
184
$247K 0.06%
874
+287
185
$247K 0.06%
129
+60
186
$245K 0.06%
877
+15
187
$240K 0.06%
954
188
$239K 0.06%
5,476
+114
189
$233K 0.06%
4,304
+1,712
190
$221K 0.06%
291
191
$217K 0.05%
846
+16
192
$214K 0.05%
793
+312
193
$206K 0.05%
418
+181
194
$201K 0.05%
3,715
+679
195
$184K 0.05%
10,831
+3,586
196
$100K 0.03%
10,594
197
$72.7K 0.02%
44,862
-2,942
198
– –
-11
199
– –
-200
200
– –
-2,124
6 7
8
9 10