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
201
$85K 0.04%
2,160
-959
202
$85K 0.04%
1,415
203
$85K 0.04%
3,571
-7,628
204
$85K 0.04%
2,032
-13
205
$84K 0.03%
1,677
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206
$82K 0.03%
1,641
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207
$81K 0.03%
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208
$80K 0.03%
635
209
$79K 0.03%
1,076
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210
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1,133
-4,829
211
$77K 0.03%
382
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212
$77K 0.03%
1,998
213
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510
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214
$75K 0.03%
4,500
215
$74K 0.03%
302
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216
$73K 0.03%
1,474
-1,343
217
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297
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218
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219
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701
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220
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182
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221
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257
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222
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521
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223
$68K 0.03%
1,170
+600
224
$68K 0.03%
275
225
$67K 0.03%
3,468
7 8
9
10 11