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
NSC icon
251
Norfolk Southern
NSC
$63.2B
$93.4K 0.03%
365
GBTC icon
252
Grayscale Bitcoin Trust
GBTC
$36.7B
$93.1K 0.03%
1,098
+400
QQQM icon
253
Invesco NASDAQ 100 ETF
QQQM
$63.4B
$91.1K 0.02%
+401
ADP icon
254
Automatic Data Processing
ADP
$101B
$90.4K 0.02%
293
NOBL icon
255
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.4B
$89.5K 0.02%
889
+5
FSLR icon
256
First Solar
FSLR
$27.2B
$88.4K 0.02%
534
WFC icon
257
Wells Fargo
WFC
$262B
$87.7K 0.02%
1,094
+44
VDC icon
258
Vanguard Consumer Staples ETF
VDC
$7.16B
$87.6K 0.02%
400
HYG icon
259
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18B
$87.4K 0.02%
1,084
-1,078
MO icon
260
Altria Group
MO
$97.6B
$86.5K 0.02%
1,475
+500
COWG icon
261
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.37B
$85.9K 0.02%
+2,447
AMT icon
262
American Tower
AMT
$84.5B
$85.9K 0.02%
389
ZTS icon
263
Zoetis
ZTS
$52.4B
$85.5K 0.02%
548
BIL icon
264
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42B
$84.4K 0.02%
920
-1,128
USO icon
265
United States Oil Fund
USO
$886M
$84.4K 0.02%
1,154
DTE icon
266
DTE Energy
DTE
$28.6B
$84.1K 0.02%
635
AFL icon
267
Aflac
AFL
$58.8B
$83.3K 0.02%
790
TMO icon
268
Thermo Fisher Scientific
TMO
$213B
$83.3K 0.02%
205
+130
FDS icon
269
Factset
FDS
$10.2B
$80.5K 0.02%
180
IJT icon
270
iShares S&P Small-Cap 600 Growth ETF
IJT
$5.96B
$78K 0.02%
586
+1
VOT icon
271
Vanguard Mid-Cap Growth ETF
VOT
$16.9B
$77.3K 0.02%
272
FDUS icon
272
Fidus Investment
FDUS
$701M
$77.1K 0.02%
+3,816
PAYX icon
273
Paychex
PAYX
$39.8B
$75.6K 0.02%
520
HASI icon
274
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.16B
$74.9K 0.02%
2,790
+48
TMUS icon
275
T-Mobile US
TMUS
$241B
$73.1K 0.02%
307
+167