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
IYJ icon
301
iShares US Industrials ETF
IYJ
$1.63B
$58.2K 0.02%
409
-28
FSK icon
302
FS KKR Capital
FSK
$4.29B
$57.9K 0.02%
2,792
BKNG icon
303
Booking.com
BKNG
$155B
$57.9K 0.02%
10
DAR icon
304
Darling Ingredients
DAR
$5.45B
$56K 0.02%
1,477
IEFA icon
305
iShares Core MSCI EAFE ETF
IEFA
$156B
$55.1K 0.01%
660
+526
AJAN icon
306
Innovator Equity Defined Protection ETF 2 Yr to January 2026
AJAN
$44.2M
$54.9K 0.01%
2,034
PGX icon
307
Invesco Preferred ETF
PGX
$3.82B
$54.5K 0.01%
4,896
+61
SCHV icon
308
Schwab US Large-Cap Value ETF
SCHV
$13.8B
$54K 0.01%
+1,950
IWB icon
309
iShares Russell 1000 ETF
IWB
$44.7B
$53.7K 0.01%
+158
IVAL icon
310
Alpha Architect International Quantitative Value ETF
IVAL
$173M
$53.2K 0.01%
+1,907
FPE icon
311
First Trust Preferred Securities and Income ETF
FPE
$6.21B
$52.8K 0.01%
2,965
+42
IQV icon
312
IQVIA
IQV
$36.8B
$52.5K 0.01%
+333
AEP icon
313
American Electric Power
AEP
$66.1B
$51.8K 0.01%
499
DRIV icon
314
Global X Autonomous & Electric Vehicles ETF
DRIV
$346M
$51.5K 0.01%
2,210
IAC icon
315
IAC Inc
IAC
$2.53B
$50.9K 0.01%
+1,362
FLEX icon
316
Flex
FLEX
$21.7B
$49.9K 0.01%
1,000
IGM icon
317
iShares Expanded Tech Sector ETF
IGM
$9.47B
$49.9K 0.01%
444
TKO icon
318
TKO Group
TKO
$14.6B
$47.5K 0.01%
261
SCHF icon
319
Schwab International Equity ETF
SCHF
$52.3B
$46.4K 0.01%
+2,098
NVS icon
320
Novartis
NVS
$252B
$46.3K 0.01%
+383
STRL icon
321
Sterling Infrastructure
STRL
$10.2B
$46.1K 0.01%
200
-100
TSLL icon
322
Direxion Daily TSLA Bull 2X Shares
TSLL
$6.61B
$45.1K 0.01%
3,822
+100
RYLD icon
323
Global X Russell 2000 Covered Call ETF
RYLD
$1.25B
$44.9K 0.01%
3,012
+89
XLE icon
324
Energy Select Sector SPDR Fund
XLE
$27.1B
$44.4K 0.01%
524
+68
CL icon
325
Colgate-Palmolive
CL
$63.5B
$44.4K 0.01%
488
+298
11 12
13
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