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
$396M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
680
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$2.09M
3
+$1.41M
4
PLTR icon
Palantir
PLTR
+$1.19M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$909K

Top Sells

1
+$5.06M
2
+$2.46M
3
+$650K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$577K
5
OEF icon
iShares S&P 100 ETF
OEF
+$482K

Sector Composition

1 Technology 10.43%
2 Consumer Discretionary 3.11%
3 Financials 2.93%
4 Consumer Staples 2.8%
5 Communication Services 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PMAR icon
26
Innovator US Equity Power Buffer ETF March
PMAR
$615M
$2.88M 0.73%
65,615
SHV icon
27
iShares Short Treasury Bond ETF
SHV
$20.7B
$2.81M 0.71%
25,404
+7,388
VGT icon
28
Vanguard Information Technology ETF
VGT
$114B
$2.49M 0.63%
3,331
-7
JPM icon
29
JPMorgan Chase
JPM
$838B
$2.47M 0.62%
7,829
+1,376
TSLA icon
30
Tesla
TSLA
$1.43T
$2.37M 0.6%
5,327
+3,168
PNOV icon
31
Innovator US Equity Power Buffer ETF November
PNOV
$971M
$2.26M 0.57%
55,028
-1,330
EFA icon
32
iShares MSCI EAFE ETF
EFA
$68.5B
$2.11M 0.53%
22,612
-1,280
HD icon
33
Home Depot
HD
$352B
$2.07M 0.52%
5,108
+611
PDEC icon
34
Innovator US Equity Power Buffer ETF December
PDEC
$874M
$2.01M 0.51%
47,728
META icon
35
Meta Platforms (Facebook)
META
$1.63T
$1.89M 0.48%
2,577
+717
IJH icon
36
iShares Core S&P Mid-Cap ETF
IJH
$101B
$1.85M 0.47%
28,420
-3,281
EMXC icon
37
iShares MSCI Emerging Markets ex China ETF
EMXC
$13.1B
$1.84M 0.46%
27,190
-1,604
XLY icon
38
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.3B
$1.8M 0.46%
7,522
-12
IWM icon
39
iShares Russell 2000 ETF
IWM
$71.1B
$1.8M 0.45%
7,424
-1,074
PLTR icon
40
Palantir
PLTR
$407B
$1.8M 0.45%
9,840
+6,500
EEM icon
41
iShares MSCI Emerging Markets ETF
EEM
$20.6B
$1.78M 0.45%
33,281
-1,944
V icon
42
Visa
V
$636B
$1.72M 0.43%
5,030
+474
TPR icon
43
Tapestry
TPR
$22.4B
$1.68M 0.42%
14,820
+5,133
NEE icon
44
NextEra Energy
NEE
$176B
$1.67M 0.42%
22,168
-1,530
ORCL icon
45
Oracle
ORCL
$573B
$1.62M 0.41%
5,745
+478
RSP icon
46
Invesco S&P 500 Equal Weight ETF
RSP
$74.2B
$1.5M 0.38%
7,891
+3,351
GOOG icon
47
Alphabet (Google) Class C
GOOG
$3.81T
$1.46M 0.37%
5,985
+854
PFEB icon
48
Innovator US Equity Power Buffer ETF February
PFEB
$753M
$1.37M 0.35%
34,596
JGRO icon
49
JPMorgan Active Growth ETF
JGRO
$8.32B
$1.31M 0.33%
13,971
+6,792
LLY icon
50
Eli Lilly
LLY
$936B
$1.28M 0.32%
1,676
-31
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