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
IJS icon
351
iShares S&P Small-Cap 600 Value ETF
IJS
$7.49B
$35.6K 0.01%
358
+2
SYY icon
352
Sysco
SYY
$37.7B
$35.6K 0.01%
470
-20
CCI icon
353
Crown Castle
CCI
$39.6B
$35.3K 0.01%
344
+294
GARP
354
iShares MSCI USA Quality GARP ETF
GARP
$1.06B
$35.1K 0.01%
582
-58
SLV icon
355
iShares Silver Trust
SLV
$46.3B
$35K 0.01%
1,066
DTM icon
356
DT Midstream
DTM
$12.2B
$34.8K 0.01%
317
GTLS icon
357
Chart Industries
GTLS
$9.32B
$34.1K 0.01%
+207
QCOM icon
358
Qualcomm
QCOM
$171B
$33.9K 0.01%
213
+212
ESGD icon
359
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.2B
$33.8K 0.01%
378
+35
CCJ icon
360
Cameco
CCJ
$50.7B
$33.7K 0.01%
+454
OKLO
361
Oklo
OKLO
$14.8B
$33.6K 0.01%
600
D icon
362
Dominion Energy
D
$52.2B
$33.5K 0.01%
593
GPC icon
363
Genuine Parts
GPC
$19B
$33.4K 0.01%
275
SLF icon
364
Sun Life Financial
SLF
$34.8B
$32.6K 0.01%
491
AXP icon
365
American Express
AXP
$251B
$31.9K 0.01%
100
OTIS icon
366
Otis Worldwide
OTIS
$35.1B
$31.9K 0.01%
322
ALLY icon
367
Ally Financial
ALLY
$13.4B
$31.8K 0.01%
816
CPRT icon
368
Copart
CPRT
$39.7B
$30.5K 0.01%
+622
TDG icon
369
TransDigm Group
TDG
$81.7B
$30.4K 0.01%
20
USFR icon
370
WisdomTree Floating Rate Treasury Fund
USFR
$16.4B
$29.9K 0.01%
595
EQIX icon
371
Equinix
EQIX
$78.7B
$29.4K 0.01%
+37
TNYA icon
372
Tenaya Therapeutics
TNYA
$158M
$29.2K 0.01%
47,804
GCOW icon
373
Pacer Global Cash Cows Dividend ETF
GCOW
$2.71B
$29.2K 0.01%
+769
SHEL icon
374
Shell
SHEL
$211B
$29.1K 0.01%
+414
XLB icon
375
State Street Materials Select Sector SPDR ETF
XLB
$5.99B
$28.8K 0.01%
656
-18
13 14
15
16 17