AWM
Atticus Wealth Management Portfolio holdings
AUM
$369M
1-Year Est. Return
17.86%
This Fund
S&P 500
1 Year Est. Return
+17.86%
AUM
$369M
AUM Growth
-$36M
(-8.9%)
Holding
206
Top Buys
| 1 | +$676K | |
| 2 | +$589K | |
| 3 | +$536K | |
| 4 |
JPMorgan US Tech Leaders ETF
JTEK
|
+$455K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$340K |
Top Sells
| 1 | +$6.21M | |
| 2 | +$2.19M | |
| 3 | +$1.11M | |
| 4 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$802K |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
+$736K |
Sector Composition
| 1 | Technology | 9.34% |
| 2 | Financials | 3.02% |
| 3 | Consumer Discretionary | 2.98% |
| 4 | Consumer Staples | 2.97% |
| 5 | Communication Services | 2.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Tenaya Therapeutics
TNYA
$178M
| – | – |
-43,237
|
|
||
202
Vanguard Health Care ETF
VHT
$16.2B
| – | – |
-739
|
|
||
203
State Street Utilities Select Sector SPDR ETF
XLU
$21.9B
| – | – |
-5,364
|
|
||
204
Xylem
XYL
$26B
| – | – |
-1,904
|
|
||
205
NEOS Nasdaq 100 High Income ETF
QQQI
$12.4B
| – | – |
-4,369
|
|
||
206
American Healthcare REIT
AHR
$9.72B
| – | – |
-7,811
|
|