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
WCC icon
451
WESCO International
WCC
$12.1B
$13.2K ﹤0.01%
+71
EW icon
452
Edwards Lifesciences
EW
$49.2B
$13.1K ﹤0.01%
+168
ICLN icon
453
iShares Global Clean Energy ETF
ICLN
$1.82B
$13.1K ﹤0.01%
1,000
SHW icon
454
Sherwin-Williams
SHW
$81B
$13K ﹤0.01%
38
AOD
455
abrdn Total Dynamic Dividend Fund
AOD
$985M
$12.9K ﹤0.01%
1,453
CG icon
456
Carlyle Group
CG
$18.5B
$12.8K ﹤0.01%
250
HON icon
457
Honeywell
HON
$124B
$12.8K ﹤0.01%
55
+5
ES icon
458
Eversource Energy
ES
$27.8B
$12.7K ﹤0.01%
200
-20
VNQ icon
459
Vanguard Real Estate ETF
VNQ
$33.3B
$12.2K ﹤0.01%
+137
CHRW icon
460
C.H. Robinson
CHRW
$18B
$12.2K ﹤0.01%
127
COR icon
461
Cencora
COR
$70.8B
$12K ﹤0.01%
40
PNC icon
462
PNC Financial Services
PNC
$70.2B
$11.9K ﹤0.01%
+64
FTV icon
463
Fortive
FTV
$16B
$11.8K ﹤0.01%
227
-74
BCAT icon
464
BlackRock Capital Allocation Term Trust
BCAT
$1.48B
$11.8K ﹤0.01%
780
BEP icon
465
Brookfield Renewable
BEP
$8.2B
$11.7K ﹤0.01%
457
ROP icon
466
Roper Technologies
ROP
$47.8B
$11.3K ﹤0.01%
20
+2
IQLT icon
467
iShares MSCI Intl Quality Factor ETF
IQLT
$13.1B
$11.2K ﹤0.01%
+258
MFC icon
468
Manulife Financial
MFC
$56.9B
$11K ﹤0.01%
+345
LUV icon
469
Southwest Airlines
LUV
$16.5B
$10.9K ﹤0.01%
336
+2
CUBE icon
470
CubeSmart
CUBE
$8.22B
$10.9K ﹤0.01%
+256
JNPR
471
DELISTED
Juniper Networks
JNPR
$10.7K ﹤0.01%
+269
IBIT icon
472
iShares Bitcoin Trust
IBIT
$70.2B
$10.7K ﹤0.01%
175
SNA icon
473
Snap-on
SNA
$17.1B
$10.6K ﹤0.01%
+34
BK icon
474
Bank of New York Mellon
BK
$74.5B
$10.6K ﹤0.01%
+116
BOE icon
475
BlackRock Enhanced Global Dividend Trust
BOE
$623M
$10.3K ﹤0.01%
903