AWM

Atticus Wealth Management Portfolio holdings

AUM $405M
1-Year Est. Return 16.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$396M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
680
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$2.1M
3
+$1.1M
4
PLTR icon
Palantir
PLTR
+$1.05M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$904K

Top Sells

1
+$4.87M
2
+$2.33M
3
+$619K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$561K
5
OEF icon
iShares S&P 100 ETF
OEF
+$460K

Sector Composition

1 Technology 10.43%
2 Consumer Discretionary 3.11%
3 Financials 2.93%
4 Consumer Staples 2.8%
5 Communication Services 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IQQQ icon
276
ProShares Nasdaq-100 High Income ETF
IQQQ
$342M
– –
-18
CPAY icon
277
Corpay
CPAY
$19.7B
– –
-76
SOLV icon
278
Solventum
SOLV
$11.2B
– –
-251
ETHE
279
Grayscale Ethereum Staking ETF Shares
ETHE
$1.81B
– –
-120
BTC
280
Grayscale Bitcoin Mini Trust ETF
BTC
$2.97B
– –
-105
ZOCT
281
Innovator Equity Defined Protection ETF - 1 Yr October
ZOCT
$118M
– –
-2,795
ECG
282
Everus Construction Group
ECG
$6.4B
– –
-20
GRNY
283
FundStrat Granny Shots US Large Cap ETF
GRNY
$3.9B
– –
-1,000
XYZ
284
Block Inc
XYZ
$35.7B
– –
-14
LAR
285
Lithium Argentina AG
LAR
$1.15B
– –
-345
MRP
286
Millrose Properties Inc
MRP
$4.73B
– –
-111
HIMU
287
iShares High Yield Muni Active ETF
HIMU
$2.13B
– –
-12
RAL
288
Ralliant Corp
RAL
$4.76B
– –
-75
SLB icon
289
SLB Ltd
SLB
$75.1B
– –
-853
HWM icon
290
Howmet Aerospace
HWM
$95.8B
– –
-4
PGX icon
291
Invesco Preferred ETF
PGX
$3.79B
– –
-4,896
ZBRA icon
292
Zebra Technologies
ZBRA
$10.2B
– –
-16
ZIM icon
293
ZIM Integrated Shipping Services
ZIM
$3.13B
– –
-1
IEFA icon
294
iShares Core MSCI EAFE ETF
IEFA
$173B
– –
-660
IEMG icon
295
iShares Core MSCI Emerging Markets ETF
IEMG
$137B
– –
-360
IGM icon
296
iShares Expanded Tech Sector ETF
IGM
$7.94B
– –
-444
IGR
297
CBRE Global Real Estate Income Fund
IGR
$665M
– –
-7,340
IGSB icon
298
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22B
– –
-2,746
IJK icon
299
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.78B
– –
-188
IJS icon
300
iShares S&P Small-Cap 600 Value ETF
IJS
$7.32B
– –
-358
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