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
SLB icon
376
SLB Ltd
SLB
$53.5B
$28.8K 0.01%
+853
ACWV icon
377
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.29B
$28.7K 0.01%
+242
SBUX icon
378
Starbucks
SBUX
$95.1B
$27.5K 0.01%
300
-20
VIGI icon
379
Vanguard International Dividend Appreciation ETF
VIGI
$8.51B
$27K 0.01%
300
+41
WM icon
380
Waste Management
WM
$83.8B
$27K 0.01%
118
-116
CHCO icon
381
City Holding Co
CHCO
$1.69B
$26.9K 0.01%
220
SIRI icon
382
SiriusXM
SIRI
$7.1B
$26.1K 0.01%
1,138
+13
DUK icon
383
Duke Energy
DUK
$97.3B
$26.1K 0.01%
221
VXUS icon
384
Vanguard Total International Stock ETF
VXUS
$107B
$25.7K 0.01%
+373
TGT icon
385
Target
TGT
$40.2B
$25.5K 0.01%
258
ORA icon
386
Ormat Technologies
ORA
$6.54B
$25.3K 0.01%
302
+75
CPAY icon
387
Corpay
CPAY
$19.2B
$25.2K 0.01%
76
QVAL icon
388
Alpha Architect US Quantitative Value ETF
QVAL
$401M
$25.2K 0.01%
+572
ROST icon
389
Ross Stores
ROST
$51.8B
$24.9K 0.01%
195
BUFF icon
390
Innovator Laddered Allocation Power Buffer ETF
BUFF
$804M
$24.4K 0.01%
+520
LEN icon
391
Lennar Class A
LEN
$29.1B
$24.4K 0.01%
220
+1
LNG icon
392
Cheniere Energy
LNG
$46.3B
$24.4K 0.01%
100
WHR icon
393
Whirlpool
WHR
$3.83B
$23.7K 0.01%
+234
IYF icon
394
iShares US Financials ETF
IYF
$3.93B
$23.5K 0.01%
194
-26
JEF icon
395
Jefferies Financial Group
JEF
$10.8B
$23.2K 0.01%
425
VEA icon
396
Vanguard FTSE Developed Markets ETF
VEA
$178B
$23.2K 0.01%
407
+23
CBSH icon
397
Commerce Bancshares
CBSH
$6.8B
$22.9K 0.01%
369
GRNY
398
FundStrat Granny Shots US Large Cap ETF
GRNY
$2.74B
$22.7K 0.01%
1,000
AIVL icon
399
WisdomTree US AI Enhanced Value Fund
AIVL
$382M
$22.6K 0.01%
200
SJM icon
400
J.M. Smucker
SJM
$11.4B
$22.6K 0.01%
230
+110
14 15
16
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