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

Top Sells

1
+$14.2M
2
+$6.42M
3
+$5.18M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.09M
5
CSHI icon
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
+$1.21M

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
MDB icon
451
MongoDB
MDB
$25.9B
$1.93K ﹤0.01%
11
KVUE icon
452
Kenvue
KVUE
$29.3B
$1.92K ﹤0.01%
80
SCHH icon
453
Schwab US REIT ETF
SCHH
$8.39B
$1.85K ﹤0.01%
86
+1
KNF icon
454
Knife River
KNF
$3.68B
$1.8K ﹤0.01%
20
CHPT icon
455
ChargePoint
CHPT
$252M
$1.67K ﹤0.01%
138
AI icon
456
C3.ai
AI
$2.44B
$1.58K ﹤0.01%
75
CLNE icon
457
Clean Energy Fuels
CLNE
$596M
$1.55K ﹤0.01%
1,000
SOXQ icon
458
Invesco PHLX Semiconductor ETF
SOXQ
$602M
$1.55K ﹤0.01%
46
ORLY icon
459
O'Reilly Automotive
ORLY
$86.2B
$1.43K ﹤0.01%
15
MEG icon
460
Montrose Environmental
MEG
$954M
$1.43K ﹤0.01%
100
MDU icon
461
MDU Resources
MDU
$3.92B
$1.35K ﹤0.01%
80
SMH icon
462
VanEck Semiconductor ETF
SMH
$34.9B
$1.27K ﹤0.01%
6
MUB icon
463
iShares National Muni Bond ETF
MUB
$40.3B
$1.27K ﹤0.01%
12
BILL icon
464
BILL Holdings
BILL
$5.19B
$1.1K ﹤0.01%
24
TLT icon
465
iShares 20+ Year Treasury Bond ETF
TLT
$49.1B
$1K ﹤0.01%
11
LAR
466
Lithium Argentina AG
LAR
$657M
$953 ﹤0.01%
445
ARHS icon
467
Arhaus
ARHS
$1.47B
$914 ﹤0.01%
105
RKDA icon
468
Arcadia Biosciences
RKDA
$7.49M
$808 ﹤0.01%
272
ECG
469
Everus Construction Group
ECG
$4.51B
$742 ﹤0.01%
20
SGML icon
470
Sigma Lithium
SGML
$691M
$718 ﹤0.01%
69
ACLS icon
471
Axcelis
ACLS
$2.6B
$696 ﹤0.01%
14
MPW icon
472
Medical Properties Trust
MPW
$3.09B
$694 ﹤0.01%
115
-9,790
LAC
473
Lithium Americas
LAC
$1.68B
$664 ﹤0.01%
245
IQQQ icon
474
ProShares Nasdaq-100 High Income ETF
IQQQ
$258M
$663 ﹤0.01%
17
-493
QQQY icon
475
Defiance Nasdaq 100 Enhanced Options Income ETF
QQQY
$190M
$600 ﹤0.01%
23
+3
17 18
19
20 21