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
DVN icon
426
Devon Energy
DVN
$20.1B
$3.74K ﹤0.01%
100
ETHE
427
Grayscale Ethereum Trust ETF
ETHE
$4.31B
$3.73K ﹤0.01%
245
-250
VFC icon
428
VF Corp
VFC
$5.58B
$3.73K ﹤0.01%
240
ABNB icon
429
Airbnb
ABNB
$77.1B
$3.7K ﹤0.01%
31
CRM icon
430
Salesforce
CRM
$231B
$3.49K ﹤0.01%
13
PGNY icon
431
Progyny
PGNY
$1.66B
$3.44K ﹤0.01%
154
PII icon
432
Polaris
PII
$3.74B
$3.28K ﹤0.01%
80
IVE icon
433
iShares S&P 500 Value ETF
IVE
$41.7B
$3.24K ﹤0.01%
17
RAVE icon
434
RAVE Restaurant Group
RAVE
$38.5M
$3.22K ﹤0.01%
1,170
ARM icon
435
Arm
ARM
$175B
$3.2K ﹤0.01%
30
INTC icon
436
Intel
INTC
$176B
$3.18K ﹤0.01%
140
CLMT icon
437
Calumet Specialty Products
CLMT
$1.58B
$3.17K ﹤0.01%
250
HUT
438
Hut 8
HUT
$5.11B
$3.14K ﹤0.01%
270
MRP
439
Millrose Properties Inc
MRP
$5.43B
$2.94K ﹤0.01%
+111
ETSY icon
440
Etsy
ETSY
$6.98B
$2.83K ﹤0.01%
60
ALGN icon
441
Align Technology
ALGN
$9.46B
$2.7K ﹤0.01%
17
HZO icon
442
MarineMax
HZO
$548M
$2.69K ﹤0.01%
125
PLD icon
443
Prologis
PLD
$115B
$2.24K ﹤0.01%
20
SOLV icon
444
Solventum
SOLV
$12.5B
$2.21K ﹤0.01%
29
BALL icon
445
Ball Corp
BALL
$13.2B
$2.13K ﹤0.01%
41
FTRE icon
446
Fortrea Holdings
FTRE
$858M
$2.08K ﹤0.01%
276
MP icon
447
MP Materials
MP
$14.3B
$2.08K ﹤0.01%
85
NANC icon
448
Unusual Whales Subversive Democratic Trading ETF
NANC
$251M
$2.02K ﹤0.01%
56
FLNC icon
449
Fluence Energy
FLNC
$2.4B
$2K ﹤0.01%
413
MTCH icon
450
Match Group
MTCH
$7.8B
$1.94K ﹤0.01%
62