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
CTSH icon
426
Cognizant
CTSH
$34.3B
$17.5K ﹤0.01%
224
+1
LIT icon
427
Global X Lithium & Battery Tech ETF
LIT
$1.46B
$17.3K ﹤0.01%
450
-50
TSHA icon
428
Taysha Gene Therapies
TSHA
$1.13B
$17.2K ﹤0.01%
7,425
IJK icon
429
iShares S&P Mid-Cap 400 Growth ETF
IJK
$8.94B
$17.1K ﹤0.01%
188
ESGE icon
430
iShares ESG Aware MSCI EM ETF
ESGE
$5.53B
$17K ﹤0.01%
+435
PYPL icon
431
PayPal
PYPL
$57.9B
$17K ﹤0.01%
229
BABA icon
432
Alibaba
BABA
$376B
$17K ﹤0.01%
150
WTFC icon
433
Wintrust Financial
WTFC
$8.27B
$17K ﹤0.01%
+137
HNDL icon
434
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$670M
$16.9K ﹤0.01%
+782
NKE icon
435
Nike
NKE
$93B
$16.6K ﹤0.01%
233
-20
DD icon
436
DuPont de Nemours
DD
$16.2B
$16.5K ﹤0.01%
+240
ECAT icon
437
BlackRock ESG Capital Allocation Term Trust
ECAT
$1.56B
$16.1K ﹤0.01%
1,000
CIEN icon
438
Ciena
CIEN
$27.1B
$15.8K ﹤0.01%
194
+4
JTEK icon
439
JPMorgan US Tech Leaders ETF
JTEK
$2.52B
$15.6K ﹤0.01%
+185
INFY icon
440
Infosys
INFY
$69.5B
$14.8K ﹤0.01%
800
CLX icon
441
Clorox
CLX
$12.3B
$14.4K ﹤0.01%
120
-10
NJR icon
442
New Jersey Resources
NJR
$4.67B
$14.3K ﹤0.01%
320
DLR icon
443
Digital Realty Trust
DLR
$54.2B
$14.2K ﹤0.01%
81
HPQ icon
444
HP
HPQ
$21.4B
$13.9K ﹤0.01%
+570
SQQQ icon
445
ProShares UltraPro Short QQQ
SQQQ
$1.97B
$13.7K ﹤0.01%
+700
MRVL icon
446
Marvell Technology
MRVL
$71.9B
$13.6K ﹤0.01%
176
XEL icon
447
Xcel Energy
XEL
$48.1B
$13.6K ﹤0.01%
200
-20
BEPC icon
448
Brookfield Renewable
BEPC
$7.65B
$13.6K ﹤0.01%
414
DLTR icon
449
Dollar Tree
DLTR
$21.1B
$13.5K ﹤0.01%
136
SPXU icon
450
ProShares UltraPro Short S&P 500
SPXU
$552M
$13.4K ﹤0.01%
+800
16 17
18
19 20