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
ROBT icon
401
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$577M
$22.5K 0.01%
+466
TER icon
402
Teradyne
TER
$26.2B
$22.5K 0.01%
250
+200
VLTO icon
403
Veralto
VLTO
$24.4B
$21.9K 0.01%
217
AGGY icon
404
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$807M
$21.9K 0.01%
502
-202
BR icon
405
Broadridge
BR
$26.2B
$21.9K 0.01%
90
IEMG icon
406
iShares Core MSCI Emerging Markets ETF
IEMG
$112B
$21.6K 0.01%
360
-55
BTZ icon
407
BlackRock Credit Allocation Income Trust
BTZ
$1.01B
$21.4K 0.01%
1,964
-1,000
VEU icon
408
Vanguard FTSE All-World ex-US ETF
VEU
$50.9B
$21.3K 0.01%
317
+57
EHC icon
409
Encompass Health
EHC
$11.3B
$20.8K 0.01%
+170
EIX icon
410
Edison International
EIX
$22.2B
$20.6K 0.01%
400
WSM icon
411
Williams-Sonoma
WSM
$22.1B
$20.4K 0.01%
+125
NTAP icon
412
NetApp
NTAP
$21.3B
$20K 0.01%
+188
EVX icon
413
VanEck Environmental Services ETF
EVX
$86.6M
$19.5K 0.01%
509
GOGL
414
DELISTED
Golden Ocean Group
GOGL
$19.5K 0.01%
2,658
+16
PKST
415
Peakstone Realty Trust
PKST
$506M
$19.2K 0.01%
1,454
C icon
416
Citigroup
C
$176B
$19.1K 0.01%
225
+2
SOLV icon
417
Solventum
SOLV
$13.2B
$19K 0.01%
251
+222
GIS icon
418
General Mills
GIS
$25.1B
$19K 0.01%
367
+3
ITA icon
419
iShares US Aerospace & Defense ETF
ITA
$11.2B
$18.9K 0.01%
100
SPSM icon
420
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.3B
$18.7K 0.01%
439
+82
SNY icon
421
Sanofi
SNY
$126B
$18.6K 0.01%
384
NFJ
422
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.19B
$17.8K ﹤0.01%
1,432
KKR icon
423
KKR & Co
KKR
$102B
$17.7K ﹤0.01%
133
USMV icon
424
iShares MSCI USA Min Vol Factor ETF
USMV
$23.3B
$17.6K ﹤0.01%
188
AMP icon
425
Ameriprise Financial
AMP
$41B
$17.6K ﹤0.01%
+33
15 16
17
18 19