AWM

Atticus Wealth Management Portfolio holdings

AUM $370M
1-Year Est. Return 13.35%
This Quarter Est. Return
1 Year Est. Return
+13.35%
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
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
1
$34.1M 14.17%
90,455
+3,334
2
$15.9M 6.6%
314,536
+43,825
3
$11.8M 4.92%
107,611
+107,511
4
$8.88M 3.69%
64,910
+1,275
5
$7.19M 2.99%
158,965
+12,620
6
$7.16M 2.97%
113,836
+136
7
$6.42M 2.67%
37,223
-3,732
8
$5.8M 2.41%
45,245
+1,133
9
$5.78M 2.4%
45,430
+2,781
10
$5.33M 2.21%
20,746
+951
11
$5.02M 2.09%
80,389
+719
12
$4.28M 1.78%
25,272
-2,019
13
$4.12M 1.71%
29,941
+497
14
$4.08M 1.69%
40,105
-608
15
$3.26M 1.36%
88,652
+61,486
16
$3.23M 1.34%
47,305
+5,967
17
$3.14M 1.3%
18,209
+13
18
$3.07M 1.27%
10,943
-5,214
19
$3.04M 1.26%
+176,268
20
$3.03M 1.26%
245,682
-157,444
21
$2.58M 1.07%
18,015
+1,017
22
$2.58M 1.07%
82,127
+5,722
23
$2.47M 1.03%
23,257
-583
24
$2.04M 0.85%
18,720
+560
25
$2.01M 0.83%
131,483
+327
1
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