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
$69.8B
$28.8K 0.01%
+853
ACWV icon
377
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.33B
$28.7K 0.01%
+242
SBUX icon
378
Starbucks
SBUX
$106B
$27.5K 0.01%
300
-20
VIGI icon
379
Vanguard International Dividend Appreciation ETF
VIGI
$9.26B
$27K 0.01%
300
+41
WM icon
380
Waste Management
WM
$89.1B
$27K 0.01%
118
-116
CHCO icon
381
City Holding Co
CHCO
$1.78B
$26.9K 0.01%
220
SIRI icon
382
SiriusXM
SIRI
$6.88B
$26.1K 0.01%
1,138
+13
DUK icon
383
Duke Energy
DUK
$92.7B
$26.1K 0.01%
221
VXUS icon
384
Vanguard Total International Stock ETF
VXUS
$126B
$25.7K 0.01%
+373
TGT icon
385
Target
TGT
$50.4B
$25.5K 0.01%
258
ORA icon
386
Ormat Technologies
ORA
$7.17B
$25.3K 0.01%
302
+75
CPAY icon
387
Corpay
CPAY
$22.4B
$25.2K 0.01%
76
QVAL icon
388
Alpha Architect US Quantitative Value ETF
QVAL
$465M
$25.2K 0.01%
+572
ROST icon
389
Ross Stores
ROST
$62.2B
$24.9K 0.01%
195
BUFF icon
390
Innovator Laddered Allocation Power Buffer ETF
BUFF
$753M
$24.4K 0.01%
+520
LEN icon
391
Lennar Class A
LEN
$29.3B
$24.4K 0.01%
220
+1
LNG icon
392
Cheniere Energy
LNG
$44.5B
$24.4K 0.01%
100
WHR icon
393
Whirlpool
WHR
$4.89B
$23.7K 0.01%
+234
IYF icon
394
iShares US Financials ETF
IYF
$4.23B
$23.5K 0.01%
194
-26
JEF icon
395
Jefferies Financial Group
JEF
$13.1B
$23.2K 0.01%
425
VEA icon
396
Vanguard FTSE Developed Markets ETF
VEA
$202B
$23.2K 0.01%
407
+23
CBSH icon
397
Commerce Bancshares
CBSH
$8.09B
$22.9K 0.01%
387
GRNY
398
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.09B
$22.7K 0.01%
1,000
AIVL icon
399
WisdomTree US AI Enhanced Value Fund
AIVL
$390M
$22.6K 0.01%
200
SJM icon
400
J.M. Smucker
SJM
$10.9B
$22.6K 0.01%
230
+110
14 15
16
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