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

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
ASML icon
351
ASML
ASML
$400B
$14.6K ﹤0.01%
22
SPSM icon
352
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.7B
$14.6K ﹤0.01%
357
+3
SJM icon
353
J.M. Smucker
SJM
$11.2B
$14.2K ﹤0.01%
120
ES icon
354
Eversource Energy
ES
$26.9B
$13.7K ﹤0.01%
220
SHW icon
355
Sherwin-Williams
SHW
$82.5B
$13.3K ﹤0.01%
38
APH icon
356
Amphenol
APH
$153B
$13.1K ﹤0.01%
200
CHRW icon
357
C.H. Robinson
CHRW
$15B
$13K ﹤0.01%
127
OKLO
358
Oklo
OKLO
$24.1B
$13K ﹤0.01%
600
-400
VZ icon
359
Verizon
VZ
$171B
$12.2K ﹤0.01%
270
-3,001
AOD
360
abrdn Total Dynamic Dividend Fund
AOD
$1.01B
$12.2K ﹤0.01%
1,453
-3,890
DLR icon
361
Digital Realty Trust
DLR
$58.9B
$11.6K ﹤0.01%
81
+2
BEPC icon
362
Brookfield Renewable
BEPC
$7.18B
$11.6K ﹤0.01%
414
CIEN icon
363
Ciena
CIEN
$24.1B
$11.5K ﹤0.01%
190
ICLN icon
364
iShares Global Clean Energy ETF
ICLN
$1.79B
$11.4K ﹤0.01%
1,000
SNAP icon
365
Snap
SNAP
$12.9B
$11.3K ﹤0.01%
1,299
BCAT icon
366
BlackRock Capital Allocation Term Trust
BCAT
$1.51B
$11.2K ﹤0.01%
780
LUV icon
367
Southwest Airlines
LUV
$17.6B
$11.2K ﹤0.01%
334
+2
COR icon
368
Cencora
COR
$63B
$11.1K ﹤0.01%
40
ENB icon
369
Enbridge
ENB
$103B
$11.1K ﹤0.01%
250
CHD icon
370
Church & Dwight Co
CHD
$21.6B
$11K ﹤0.01%
100
CG icon
371
Carlyle Group
CG
$20.7B
$10.9K ﹤0.01%
250
BF.B icon
372
Brown-Forman Class B
BF.B
$13.6B
$10.9K ﹤0.01%
320
-250
MRVL icon
373
Marvell Technology
MRVL
$75.8B
$10.8K ﹤0.01%
176
GEV icon
374
GE Vernova
GEV
$163B
$10.7K ﹤0.01%
35
ROP icon
375
Roper Technologies
ROP
$54.3B
$10.6K ﹤0.01%
18