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
+$3.34M
2
+$2.09M
3
+$1.41M
4
PLTR icon
Palantir
PLTR
+$1.19M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$909K

Top Sells

1
+$5.06M
2
+$2.46M
3
+$650K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$577K
5
OEF icon
iShares S&P 100 ETF
OEF
+$482K

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
CPAY icon
276
Corpay
CPAY
$24.9B
– –
-76
SOLV icon
277
Solventum
SOLV
$13.5B
– –
-251
VIK icon
278
Viking Holdings
VIK
$34.2B
– –
-10
OKLO
279
Oklo
OKLO
$10.9B
– –
-600
ETH
280
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.49B
– –
-20
TE
281
T1 Energy Inc
TE
$1.59B
– –
-460
GARP
282
iShares MSCI USA Quality GARP ETF
GARP
$1.26B
– –
-582
GRAL
283
GRAIL Inc
GRAL
$3.91B
– –
-27
ETHE
284
Grayscale Ethereum Staking ETF Shares
ETHE
$2.25B
– –
-120
BTC
285
Grayscale Bitcoin Mini Trust ETF
BTC
$3B
– –
-105
ZOCT
286
Innovator Equity Defined Protection ETF - 1 Yr October
ZOCT
$121M
– –
-2,795
ECG
287
Everus Construction Group
ECG
$5.18B
– –
-20
GRNY
288
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.25B
– –
-1,000
XYZ
289
Block Inc
XYZ
$34.8B
– –
-14
LAR
290
Lithium Argentina AG
LAR
$1.11B
– –
-345
MRP
291
Millrose Properties Inc
MRP
$5.21B
– –
-111
HIMU
292
iShares High Yield Muni Active ETF
HIMU
$2.51B
– –
-12
RAL
293
Ralliant Corp
RAL
$4.65B
– –
-75
MEG icon
294
Montrose Environmental
MEG
$877M
– –
-100
MELI icon
295
Mercado Libre
MELI
$103B
– –
-74
MFC icon
296
Manulife Financial
MFC
$63.7B
– –
-345
MGA icon
297
Magna International
MGA
$15.3B
– –
-82
MGM icon
298
MGM Resorts International
MGM
$9.83B
– –
-18
MKC icon
299
McCormick & Company Non-Voting
MKC
$18.5B
– –
-490
MRSH
300
Marsh
MRSH
$83B
– –
-5
10 11
12
13 14