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
AMLP icon
251
Alerian MLP ETF
AMLP
$10B
$39.3K 0.01%
757
-1,208
ADC icon
252
Agree Realty
ADC
$8.31B
$38.6K 0.01%
500
TMO icon
253
Thermo Fisher Scientific
TMO
$204B
$37.5K 0.01%
75
-45
RUSHA icon
254
Rush Enterprises Class A
RUSHA
$3.96B
$37.4K 0.01%
700
TMUS icon
255
T-Mobile US
TMUS
$258B
$37.4K 0.01%
140
CSCO icon
256
Cisco
CSCO
$277B
$37.3K 0.01%
605
+1
VOX icon
257
Vanguard Communication Services ETF
VOX
$5.69B
$37.1K 0.01%
250
SYY icon
258
Sysco
SYY
$38.2B
$36.8K 0.01%
490
ILCG icon
259
iShares Morningstar Growth ETF
ILCG
$3.05B
$35.8K 0.01%
442
+1
DB icon
260
Deutsche Bank
DB
$64.7B
$35.7K 0.01%
1,500
AMGN icon
261
Amgen
AMGN
$161B
$35.5K 0.01%
114
-16
TSLL icon
262
Direxion Daily TSLA Bull 2X Shares
TSLL
$7.88B
$35.4K 0.01%
+3,722
VB icon
263
Vanguard Small-Cap ETF
VB
$67B
$35.2K 0.01%
159
-211
MCO icon
264
Moody's
MCO
$84.5B
$34.9K 0.01%
75
IJS icon
265
iShares S&P Small-Cap 600 Value ETF
IJS
$6.57B
$34.7K 0.01%
356
+1
TZA icon
266
Direxion Daily Small Cap Bear 3x Shares
TZA
$320M
$34.1K 0.01%
+2,000
STRL icon
267
Sterling Infrastructure
STRL
$10.9B
$34K 0.01%
300
D icon
268
Dominion Energy
D
$51.7B
$33.3K 0.01%
593
OTIS icon
269
Otis Worldwide
OTIS
$35.8B
$33.2K 0.01%
322
CB icon
270
Chubb
CB
$107B
$33.2K 0.01%
110
FLEX icon
271
Flex
FLEX
$23.2B
$33.1K 0.01%
1,000
SLV icon
272
iShares Silver Trust
SLV
$25.3B
$33K 0.01%
1,066
GPC icon
273
Genuine Parts
GPC
$18.5B
$32.8K 0.01%
275
CMG icon
274
Chipotle Mexican Grill
CMG
$56.1B
$32.6K 0.01%
650
GARP
275
iShares MSCI USA Quality GARP ETF
GARP
$709M
$32.6K 0.01%
640
+1
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