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
$306M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$6.7M
3
+$6.03M
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$5.22M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.43M

Top Sells

1
+$14.2M
2
+$6.42M
3
+$5.18M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.09M
5
CSHI icon
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
+$1.21M

Sector Composition

1 Technology 7.48%
2 Consumer Staples 3.53%
3 Financials 1.97%
4 Consumer Discretionary 1.9%
5 Communication Services 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SAP icon
226
SAP
SAP
$324B
$53.7K 0.02%
200
AJAN icon
227
Innovator Equity Defined Protection ETF 2 Yr to January 2026
AJAN
$44.1M
$53.5K 0.02%
2,034
BA icon
228
Boeing
BA
$163B
$53.4K 0.02%
313
-100
FPE icon
229
First Trust Preferred Securities and Income ETF
FPE
$6.28B
$51.4K 0.02%
2,923
-940
VYMI icon
230
Vanguard International High Dividend Yield ETF
VYMI
$12.4B
$49.5K 0.02%
672
+90
JNK icon
231
SPDR Bloomberg High Yield Bond ETF
JNK
$8.17B
$49.2K 0.02%
516
TTEK icon
232
Tetra Tech
TTEK
$8.68B
$49.1K 0.02%
1,680
AXTA icon
233
Axalta
AXTA
$6.14B
$48.1K 0.02%
1,451
DRIV icon
234
Global X Autonomous & Electric Vehicles ETF
DRIV
$353M
$46.7K 0.02%
2,210
+2
DAR icon
235
Darling Ingredients
DAR
$5.02B
$46.1K 0.02%
1,477
BKNG icon
236
Booking.com
BKNG
$165B
$46.1K 0.02%
10
GBTC icon
237
Grayscale Bitcoin Trust
GBTC
$44.4B
$45.5K 0.01%
698
-1,025
MDLZ icon
238
Mondelez International
MDLZ
$81.1B
$45.1K 0.01%
665
DFS
239
DELISTED
Discover Financial Services
DFS
$44.2K 0.01%
259
+1
RYLD icon
240
Global X Russell 2000 Covered Call ETF
RYLD
$1.28B
$44.1K 0.01%
2,923
+116
FHLC icon
241
Fidelity MSCI Health Care Index ETF
FHLC
$2.59B
$43.7K 0.01%
640
INQQ icon
242
India Internet & Ecommerce ETF
INQQ
$63.9M
$43K 0.01%
2,994
-7,056
UL icon
243
Unilever
UL
$154B
$42.8K 0.01%
719
EPI icon
244
WisdomTree India Earnings Fund ETF
EPI
$2.95B
$42.6K 0.01%
976
-2,585
XLE icon
245
Energy Select Sector SPDR Fund
XLE
$26B
$42.6K 0.01%
456
-247
AMD icon
246
Advanced Micro Devices
AMD
$394B
$42.5K 0.01%
414
+65
MKC icon
247
McCormick & Company Non-Voting
MKC
$18.1B
$40.3K 0.01%
490
IGM icon
248
iShares Expanded Tech Sector ETF
IGM
$9.71B
$40.3K 0.01%
444
TKO icon
249
TKO Group
TKO
$15.5B
$39.9K 0.01%
261
DE icon
250
Deere & Co
DE
$124B
$39.3K 0.01%
84
8 9
10
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