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
$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
SNPS icon
226
Synopsys
SNPS
$72.5B
$122K 0.03%
+237
QYLD icon
227
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.41B
$121K 0.03%
7,245
+6,165
CAT icon
228
Caterpillar
CAT
$259B
$120K 0.03%
310
+4
VO icon
229
Vanguard Mid-Cap ETF
VO
$85.5B
$119K 0.03%
425
+195
LRCX icon
230
Lam Research
LRCX
$185B
$118K 0.03%
1,215
+50
IWN icon
231
iShares Russell 2000 Value ETF
IWN
$11.6B
$112K 0.03%
713
+3
EWJ icon
232
iShares MSCI Japan ETF
EWJ
$16B
$112K 0.03%
1,492
+11
ADSK icon
233
Autodesk
ADSK
$62.2B
$111K 0.03%
+359
PEP icon
234
PepsiCo
PEP
$202B
$111K 0.03%
839
+13
SHE icon
235
State Street SPDR MSCI USA Gender Diversity ETF
SHE
$280M
$111K 0.03%
886
+3
GWW icon
236
W.W. Grainger
GWW
$43.9B
$108K 0.03%
104
+2
VHT icon
237
Vanguard Health Care ETF
VHT
$16.8B
$108K 0.03%
435
+1
SPYI icon
238
NEOS S&P 500 High Income ETF
SPYI
$5.3B
$107K 0.03%
2,124
+32
CION icon
239
CION Investment
CION
$515M
$101K 0.03%
10,594
KMB icon
240
Kimberly-Clark
KMB
$34.4B
$101K 0.03%
781
+2
ET icon
241
Energy Transfer Partners
ET
$58.2B
$99.2K 0.03%
5,472
+79
FHN icon
242
First Horizon
FHN
$10.1B
$98K 0.03%
+4,621
BAC icon
243
Bank of America
BAC
$376B
$97.9K 0.03%
2,069
+34
PM icon
244
Philip Morris
PM
$238B
$97.8K 0.03%
537
+49
XLI icon
245
Industrial Select Sector SPDR Fund
XLI
$23.2B
$96.7K 0.03%
655
-11
AB icon
246
AllianceBernstein
AB
$3.54B
$95.7K 0.03%
2,345
APH icon
247
Amphenol
APH
$162B
$95.4K 0.03%
966
+766
ELV icon
248
Elevance Health
ELV
$73.6B
$93.5K 0.03%
240
IAU icon
249
iShares Gold Trust
IAU
$61.5B
$93.5K 0.03%
1,500
PCEF icon
250
Invesco CEF Income Composite ETF
PCEF
$829M
$93.5K 0.03%
4,784