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
DB icon
326
Deutsche Bank
DB
$67.6B
$43.9K 0.01%
1,500
DE icon
327
Deere & Co
DE
$129B
$43.8K 0.01%
86
+2
MTSI icon
328
MACOM Technology Solutions
MTSI
$11.9B
$43K 0.01%
300
ILCG icon
329
iShares Morningstar Growth ETF
ILCG
$3.01B
$42.9K 0.01%
442
VOX icon
330
Vanguard Communication Services ETF
VOX
$5.55B
$42.8K 0.01%
250
IVOO icon
331
Vanguard S&P Mid-Cap 400 ETF
IVOO
$2.73B
$42.6K 0.01%
+405
INQQ icon
332
India Internet & Ecommerce ETF
INQQ
$62M
$41.8K 0.01%
2,520
-474
UBER icon
333
Uber
UBER
$191B
$41.6K 0.01%
446
+127
AXON icon
334
Axon Enterprise
AXON
$42.9B
$41.4K 0.01%
50
FHLC icon
335
Fidelity MSCI Health Care Index ETF
FHLC
$2.71B
$40.9K 0.01%
640
NVT icon
336
nVent Electric
NVT
$16.8B
$40.3K 0.01%
550
AMLP icon
337
Alerian MLP ETF
AMLP
$10.2B
$39.2K 0.01%
802
+45
MCO icon
338
Moody's
MCO
$84.2B
$39.1K 0.01%
78
+3
EPI icon
339
WisdomTree India Earnings Fund ETF
EPI
$2.95B
$39.1K 0.01%
824
-152
IGR
340
CBRE Global Real Estate Income Fund
IGR
$712M
$38.8K 0.01%
7,340
+2,136
RSG icon
341
Republic Services
RSG
$64.9B
$38.7K 0.01%
+157
IWR icon
342
iShares Russell Mid-Cap ETF
IWR
$43.3B
$38.2K 0.01%
415
+229
PFF icon
343
iShares Preferred and Income Securities ETF
PFF
$14.2B
$38K 0.01%
1,237
-2,615
VB icon
344
Vanguard Small-Cap ETF
VB
$64.8B
$37.6K 0.01%
159
CMG icon
345
Chipotle Mexican Grill
CMG
$40.4B
$37.3K 0.01%
664
+14
MKC icon
346
McCormick & Company Non-Voting
MKC
$17.3B
$37.2K 0.01%
490
ADC icon
347
Agree Realty
ADC
$8.48B
$36.5K 0.01%
500
RUSHA icon
348
Rush Enterprises Class A
RUSHA
$3.6B
$36.1K 0.01%
700
XLP icon
349
Consumers Staples Select Sector SPDR Fund
XLP
$15B
$35.8K 0.01%
442
-588
AXTA icon
350
Axalta
AXTA
$6.01B
$35.7K 0.01%
1,201
-250
12 13
14
15 16