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
AA icon
401
Alcoa
AA
$9.31B
$7.63K ﹤0.01%
250
NXT icon
402
Nextracker
NXT
$12.9B
$7.33K ﹤0.01%
174
LVS icon
403
Las Vegas Sands
LVS
$33.3B
$7.3K ﹤0.01%
189
UAUG icon
404
Innovator US Equity Ultra Buffer ETF August
UAUG
$240M
$6.92K ﹤0.01%
200
DG icon
405
Dollar General
DG
$23.3B
$6.86K ﹤0.01%
78
RIVN icon
406
Rivian
RIVN
$15.8B
$6.49K ﹤0.01%
521
AWK icon
407
American Water Works
AWK
$28.1B
$5.9K ﹤0.01%
40
HOMB icon
408
Home BancShares
HOMB
$5.35B
$5.65K ﹤0.01%
200
DPZ icon
409
Domino's
DPZ
$14.1B
$5.51K ﹤0.01%
12
CCI icon
410
Crown Castle
CCI
$42.4B
$5.21K ﹤0.01%
50
NGNE icon
411
Neurogene
NGNE
$414M
$5.12K ﹤0.01%
437
HAL icon
412
Halliburton
HAL
$19B
$5.07K ﹤0.01%
200
TRU icon
413
TransUnion
TRU
$15.3B
$5.06K ﹤0.01%
61
FRT icon
414
Federal Realty Investment Trust
FRT
$8.54B
$4.89K ﹤0.01%
50
PCT icon
415
PureCycle Technologies
PCT
$2.37B
$4.84K ﹤0.01%
700
ZBRA icon
416
Zebra Technologies
ZBRA
$14.9B
$4.52K ﹤0.01%
16
PBD icon
417
Invesco Global Clean Energy ETF
PBD
$94.1M
$4.5K ﹤0.01%
427
+3
NXST icon
418
Nexstar Media Group
NXST
$5.76B
$4.48K ﹤0.01%
25
GLW icon
419
Corning
GLW
$72.4B
$4.41K ﹤0.01%
96
+47
CARR icon
420
Carrier Global
CARR
$47.8B
$4.18K ﹤0.01%
66
TER icon
421
Teradyne
TER
$22B
$4.13K ﹤0.01%
50
HTZ icon
422
Hertz
HTZ
$1.62B
$3.94K ﹤0.01%
1,000
VTI icon
423
Vanguard Total Stock Market ETF
VTI
$543B
$3.85K ﹤0.01%
14
BTC
424
Grayscale Bitcoin Mini Trust ETF
BTC
$4.65B
$3.83K ﹤0.01%
105
SNOW icon
425
Snowflake
SNOW
$81.6B
$3.8K ﹤0.01%
26