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
BUL icon
476
Pacer US Cash Cows Growth ETF
BUL
$82.4M
$10.2K ﹤0.01%
+208
AVK
477
Advent Convertible and Income Fund
AVK
$543M
$10.1K ﹤0.01%
837
SNX icon
478
TD Synnex
SNX
$11.9B
$9.91K ﹤0.01%
+73
JQC icon
479
Nuveen Credit Strategies Income Fund
JQC
$738M
$9.7K ﹤0.01%
1,799
CHD icon
480
Church & Dwight Co
CHD
$20B
$9.61K ﹤0.01%
100
IBB icon
481
iShares Biotechnology ETF
IBB
$6.59B
$9.49K ﹤0.01%
75
NXT icon
482
Nextpower Inc
NXT
$13.3B
$9.46K ﹤0.01%
174
ATR icon
483
AptarGroup
ATR
$7.79B
$9.39K ﹤0.01%
60
GILD icon
484
Gilead Sciences
GILD
$155B
$9.31K ﹤0.01%
+84
ANGI icon
485
Angi Inc
ANGI
$464M
$9.19K ﹤0.01%
+602
DG icon
486
Dollar General
DG
$22.8B
$8.92K ﹤0.01%
78
PFE icon
487
Pfizer
PFE
$143B
$8.78K ﹤0.01%
362
+4
MMT
488
MFS Multimarket Income Trust
MMT
$258M
$8.71K ﹤0.01%
1,854
SBCF icon
489
Seacoast Banking Corp of Florida
SBCF
$2.89B
$8.56K ﹤0.01%
+310
CPA icon
490
Copa Holdings
CPA
$5.08B
$8.36K ﹤0.01%
+76
ATO icon
491
Atmos Energy
ATO
$28.2B
$8.32K ﹤0.01%
54
+4
SCHM icon
492
Schwab US Mid-Cap ETF
SCHM
$13B
$8.26K ﹤0.01%
294
LVS icon
493
Las Vegas Sands
LVS
$43.6B
$8.22K ﹤0.01%
189
BF.B icon
494
Brown-Forman Class B
BF.B
$13.1B
$8.07K ﹤0.01%
300
-20
BBWI icon
495
Bath & Body Works
BBWI
$4.41B
$8K ﹤0.01%
267
JRI icon
496
Nuveen Real Asset Income & Growth Fund
JRI
$368M
$7.98K ﹤0.01%
591
PPG icon
497
PPG Industries
PPG
$21.4B
$7.96K ﹤0.01%
70
-10
HPE icon
498
Hewlett Packard
HPE
$27.6B
$7.93K ﹤0.01%
+388
WPC icon
499
W.P. Carey
WPC
$14.7B
$7.74K ﹤0.01%
+124
TROW icon
500
T. Rowe Price
TROW
$21.2B
$7.72K ﹤0.01%
80
-10
18 19
20
21 22