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
UMAR icon
276
Innovator US Equity Ultra Buffer ETF March
UMAR
$115M
$73K 0.02%
1,940
ZOCT
277
Innovator Equity Defined Protection ETF - 1 Yr October
ZOCT
$125M
$72.7K 0.02%
2,795
SYK icon
278
Stryker
SYK
$139B
$72K 0.02%
182
+2
MDLZ icon
279
Mondelez International
MDLZ
$73.9B
$70.8K 0.02%
1,050
+385
CI icon
280
Cigna
CI
$72.7B
$70.7K 0.02%
+214
SO icon
281
Southern Company
SO
$97.9B
$68.9K 0.02%
750
STE icon
282
Steris
STE
$26.4B
$68.5K 0.02%
+285
VDE icon
283
Vanguard Energy ETF
VDE
$7.5B
$67.4K 0.02%
566
-5,707
PCAR icon
284
PACCAR
PCAR
$63.7B
$66.4K 0.02%
698
+9
BA icon
285
Boeing
BA
$194B
$65.6K 0.02%
313
NVO icon
286
Novo Nordisk
NVO
$277B
$65.3K 0.02%
946
INTC icon
287
Intel
INTC
$224B
$64.8K 0.02%
2,891
+2,751
STLD icon
288
Steel Dynamics
STLD
$25.3B
$64K 0.02%
500
CBRE icon
289
CBRE Group
CBRE
$51.1B
$63.8K 0.02%
455
VRTX icon
290
Vertex Pharmaceuticals
VRTX
$112B
$63.7K 0.02%
143
+3
FIS icon
291
Fidelity National Information Services
FIS
$32.8B
$63.6K 0.02%
+781
JKHY icon
292
Jack Henry & Associates
JKHY
$13.8B
$63.1K 0.02%
350
CWB icon
293
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$4.79B
$62.5K 0.02%
756
+4
SAP icon
294
SAP
SAP
$272B
$60.8K 0.02%
200
TTEK icon
295
Tetra Tech
TTEK
$9.73B
$60.4K 0.02%
1,680
ITW icon
296
Illinois Tool Works
ITW
$76.4B
$59.3K 0.02%
240
OGE icon
297
OGE Energy
OGE
$9B
$59.1K 0.02%
1,332
ESML icon
298
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.21B
$59K 0.02%
1,428
+20
SPHD icon
299
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.12B
$58.4K 0.02%
1,228
+11
COF icon
300
Capital One
COF
$152B
$58.3K 0.02%
+274