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
GRNY
326
FundStrat Granny Shots US Large Cap ETF
GRNY
$2.83B
$18.2K 0.01%
1,000
EVX icon
327
VanEck Environmental Services ETF
EVX
$91M
$18K 0.01%
509
-1
QYLD icon
328
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.36B
$18K 0.01%
1,080
CL icon
329
Colgate-Palmolive
CL
$63.9B
$17.8K 0.01%
190
MMM icon
330
3M
MMM
$81.3B
$17.6K 0.01%
120
USMV icon
331
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
$17.6K 0.01%
188
ROCK icon
332
Gibraltar Industries
ROCK
$1.98B
$17.6K 0.01%
300
-600
NFJ
333
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.2B
$17.4K 0.01%
1,432
CTSH icon
334
Cognizant
CTSH
$32.3B
$17.1K 0.01%
223
+1
TJX icon
335
TJX Companies
TJX
$160B
$17.1K 0.01%
140
UPS icon
336
United Parcel Service
UPS
$73.2B
$16.8K 0.01%
153
-349
FTV icon
337
Fortive
FTV
$16.5B
$16.6K 0.01%
227
NKE icon
338
Nike
NKE
$99.6B
$16.1K 0.01%
253
ORA icon
339
Ormat Technologies
ORA
$6.57B
$16K 0.01%
227
+1
IWR icon
340
iShares Russell Mid-Cap ETF
IWR
$44.3B
$15.9K 0.01%
186
-5
C icon
341
Citigroup
C
$174B
$15.8K 0.01%
223
+2
VEU icon
342
Vanguard FTSE All-World ex-US ETF
VEU
$51B
$15.8K 0.01%
260
+4
ECAT icon
343
BlackRock ESG Capital Allocation Term Trust
ECAT
$1.59B
$15.8K 0.01%
1,000
NJR icon
344
New Jersey Resources
NJR
$4.69B
$15.7K 0.01%
320
IJK icon
345
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.12B
$15.7K 0.01%
188
XEL icon
346
Xcel Energy
XEL
$48B
$15.6K 0.01%
220
KKR icon
347
KKR & Co
KKR
$105B
$15.4K 0.01%
133
ITA icon
348
iShares US Aerospace & Defense ETF
ITA
$11.3B
$15.3K 0.01%
100
PYPL icon
349
PayPal
PYPL
$64.4B
$14.9K ﹤0.01%
229
+50
INFY icon
350
Infosys
INFY
$67.7B
$14.6K ﹤0.01%
800
12 13
14
15 16