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
ROST icon
301
Ross Stores
ROST
$50.8B
$24.9K 0.01%
195
IYF icon
302
iShares US Financials ETF
IYF
$3.93B
$24.8K 0.01%
220
-50
EMR icon
303
Emerson Electric
EMR
$72.8B
$24.1K 0.01%
220
EIX icon
304
Edison International
EIX
$21.8B
$23.6K 0.01%
400
UBER icon
305
Uber
UBER
$192B
$23.2K 0.01%
319
-1,910
LNG icon
306
Cheniere Energy
LNG
$48.1B
$23.1K 0.01%
+100
CBSH icon
307
Commerce Bancshares
CBSH
$7.15B
$23K 0.01%
369
WEC icon
308
WEC Energy
WEC
$37.6B
$22.9K 0.01%
210
JEF icon
309
Jefferies Financial Group
JEF
$10.7B
$22.8K 0.01%
425
IEMG icon
310
iShares Core MSCI Emerging Markets ETF
IEMG
$112B
$22.4K 0.01%
415
-115
AIVL icon
311
WisdomTree US AI Enhanced Value Fund
AIVL
$388M
$22K 0.01%
200
BR icon
312
Broadridge
BR
$26.7B
$21.8K 0.01%
90
GIS icon
313
General Mills
GIS
$25.8B
$21.8K 0.01%
364
+3
VIGI icon
314
Vanguard International Dividend Appreciation ETF
VIGI
$8.63B
$21.5K 0.01%
259
-303
SNY icon
315
Sanofi
SNY
$123B
$21.3K 0.01%
384
VLTO icon
316
Veralto
VLTO
$25.5B
$21.2K 0.01%
217
GOGL
317
DELISTED
Golden Ocean Group
GOGL
$21.1K 0.01%
2,642
+50
BABA icon
318
Alibaba
BABA
$387B
$19.8K 0.01%
150
PSX icon
319
Phillips 66
PSX
$52.2B
$19.8K 0.01%
160
VEA icon
320
Vanguard FTSE Developed Markets ETF
VEA
$178B
$19.5K 0.01%
384
-59
LIT icon
321
Global X Lithium & Battery Tech ETF
LIT
$1.3B
$19.4K 0.01%
500
CLX icon
322
Clorox
CLX
$14.6B
$19.1K 0.01%
130
NXPI icon
323
NXP Semiconductors
NXPI
$54B
$19K 0.01%
100
-85
PKST
324
Peakstone Realty Trust
PKST
$462M
$18.3K 0.01%
1,454
NOW icon
325
ServiceNow
NOW
$188B
$18.3K 0.01%
23
11 12
13
14 15