AWM

Atticus Wealth Management Portfolio holdings

AUM $369M
1-Year Est. Return 17.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$369M
AUM Growth
-$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$676K
2
+$589K
3
+$536K
4
JTEK icon
JPMorgan US Tech Leaders ETF
JTEK
+$455K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$340K

Top Sells

1
+$6.21M
2
+$2.19M
3
+$1.11M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$802K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$736K

Sector Composition

1 Technology 9.34%
2 Financials 3.02%
3 Consumer Discretionary 2.98%
4 Consumer Staples 2.97%
5 Communication Services 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PMAR icon
26
Innovator US Equity Power Buffer ETF March
PMAR
$771M
$2.79M 0.76%
62,633
-2,635
VIG icon
27
Vanguard Dividend Appreciation ETF
VIG
$108B
$2.25M 0.61%
10,468
-3,180
PNOV icon
28
Innovator US Equity Power Buffer ETF November
PNOV
$926M
$2.25M 0.61%
55,028
JPM icon
29
JPMorgan Chase
JPM
$797B
$2.18M 0.59%
7,413
-409
VGT icon
30
Vanguard Information Technology ETF
VGT
$151B
$2.14M 0.58%
24,504
-392
TPR icon
31
Tapestry
TPR
$28.1B
$2.1M 0.57%
14,873
+25
SHV icon
32
iShares 0-1 Year Treasury Bond ETF
SHV
$20.7B
$1.99M 0.54%
18,052
-5,091
TSLA icon
33
Tesla
TSLA
$1.59T
$1.98M 0.54%
5,334
+7
PDEC icon
34
Innovator US Equity Power Buffer ETF December
PDEC
$1.03B
$1.96M 0.53%
46,048
-1,590
NEE icon
35
NextEra Energy
NEE
$178B
$1.95M 0.53%
21,035
-1,170
EMXC icon
36
iShares MSCI Emerging Markets ex China ETF
EMXC
$25.3B
$1.94M 0.52%
24,607
-2,385
EEM icon
37
iShares MSCI Emerging Markets ETF
EEM
$31.2B
$1.9M 0.52%
33,503
-432
HD icon
38
Home Depot
HD
$309B
$1.81M 0.49%
5,492
+57
JGRO icon
39
JPMorgan Active Growth ETF
JGRO
$10.2B
$1.71M 0.46%
20,255
+2,434
IJH icon
40
iShares Core S&P Mid-Cap ETF
IJH
$120B
$1.68M 0.46%
24,943
-3,414
GOOG icon
41
Alphabet (Google) Class C
GOOG
$4.44T
$1.65M 0.45%
5,755
-64
RSP icon
42
Invesco S&P 500 Equal Weight ETF
RSP
$89.5B
$1.62M 0.44%
8,458
-485
PLTR icon
43
Palantir
PLTR
$364B
$1.54M 0.42%
10,509
+749
LLY icon
44
Eli Lilly
LLY
$950B
$1.52M 0.41%
1,655
-17
IWM icon
45
iShares Russell 2000 ETF
IWM
$79.4B
$1.49M 0.4%
5,998
-1,400
XLY icon
46
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.1B
$1.47M 0.4%
13,505
-409
V icon
47
Visa
V
$602B
$1.46M 0.4%
4,829
-207
AMAT icon
48
Applied Materials
AMAT
$381B
$1.42M 0.39%
4,162
-244
PFEB icon
49
Innovator US Equity Power Buffer ETF February
PFEB
$934M
$1.38M 0.37%
34,421
-175
QTUM icon
50
Defiance Quantum ETF
QTUM
$5.95B
$1.37M 0.37%
12,744
+5,144
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