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
$370M
AUM Growth
+$63.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1 +$5.39M
2 +$2.91M
3 +$1.6M
4
AVGO icon
Broadcom
AVGO
+$1.11M
5
TPR icon
Tapestry
TPR
+$851K

Top Sells

1 +$1.96M
2 +$680K
3 +$416K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$392K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$383K

Sector Composition

1 Technology 9.13%
2 Consumer Staples 3.18%
3 Financials 2.9%
4 Consumer Discretionary 2.45%
5 Communication Services 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPY icon
1
SPDR S&P 500 ETF Trust
SPY
$660B
$91.8M 24.78%
148,517
+8,719
IWF icon
2
iShares Russell 1000 Growth ETF
IWF
$122B
$23M 6.22%
54,260
+6,850
CSHI icon
3
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
$640M
$16.7M 4.51%
336,056
-39,375
SPYV icon
4
SPDR Portfolio S&P 500 Value ETF
SPYV
$28.7B
$14.3M 3.85%
272,487
+2,479
HTRB icon
5
Hartford Total Return Bond ETF
HTRB
$2.08B
$11.9M 3.23%
352,805
+12,651
AAPL icon
6
Apple
AAPL
$3.74T
$10.3M 2.78%
50,141
+3,413
OEF icon
7
iShares S&P 100 ETF
OEF
$26.9B
$9.49M 2.56%
31,194
+699
SPLV icon
8
Invesco S&P 500 Low Volatility ETF
SPLV
$7.82B
$9.22M 2.49%
126,623
+21,925
MSFT icon
9
Microsoft
MSFT
$3.82T
$7.91M 2.13%
15,895
+934
XMHQ icon
10
Invesco S&P MidCap Quality ETF
XMHQ
$5.41B
$7.18M 1.94%
73,104
+7,230
QQQ icon
11
Invesco QQQ Trust
QQQ
$384B
$5.4M 1.46%
9,793
+764
KO icon
12
Coca-Cola
KO
$295B
$4.97M 1.34%
70,241
-1,449
GLD icon
13
SPDR Gold Trust
GLD
$135B
$4.52M 1.22%
14,830
-882
VYM icon
14
Vanguard High Dividend Yield ETF
VYM
$64.9B
$4.12M 1.11%
30,887
+1,122
PMAY icon
15
Innovator US Equity Power Buffer ETF May
PMAY
$633M
$4.1M 1.11%
108,604
+4,470
XLK icon
16
Technology Select Sector SPDR Fund
XLK
$93.7B
$3.85M 1.04%
15,206
-210
SPYG icon
17
SPDR Portfolio S&P 500 Growth ETF
SPYG
$42.3B
$3.73M 1.01%
39,169
-1,201
COST icon
18
Costco
COST
$415B
$3.56M 0.96%
3,598
+41
VV icon
19
Vanguard Large-Cap ETF
VV
$46B
$3.5M 0.95%
12,268
-95
VIG icon
20
Vanguard Dividend Appreciation ETF
VIG
$97.9B
$3.5M 0.94%
17,077
-26
AMZN icon
21
Amazon
AMZN
$2.27T
$3.16M 0.85%
14,422
+1,831
NVDA icon
22
NVIDIA
NVDA
$4.46T
$3.1M 0.84%
19,605
+3,329
IJR icon
23
iShares Core S&P Small-Cap ETF
IJR
$84.8B
$2.84M 0.77%
25,970
+2,936
PMAR icon
24
Innovator US Equity Power Buffer ETF March
PMAR
$639M
$2.77M 0.75%
65,615
GOOGL icon
25
Alphabet (Google) Class A
GOOGL
$3.06T
$2.49M 0.67%
14,132
-39