AWM

Atticus Wealth Management Portfolio holdings

AUM $405M
1-Year Est. Return 16.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.99%
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
+$3.31M
2
+$2.1M
3
+$1.1M
4
PLTR icon
Palantir
PLTR
+$1.05M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$904K

Top Sells

1
+$4.87M
2
+$2.33M
3
+$619K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$561K
5
OEF icon
iShares S&P 100 ETF
OEF
+$460K

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
DHR icon
476
Danaher
DHR
$135B
– –
-1,002
DTM icon
477
DT Midstream
DTM
$13.7B
– –
-317
DUK icon
478
Duke Energy
DUK
$102B
– –
-221
DUOL icon
479
Duolingo
DUOL
$4.52B
– –
-1
DXCM icon
480
DexCom
DXCM
$24B
– –
-43
EA icon
481
Electronic Arts
EA
$50.9B
– –
-4
ECAT icon
482
BlackRock ESG Capital Allocation Term Trust
ECAT
$1.38B
– –
-1,000
ECL icon
483
Ecolab
ECL
$76.1B
– –
-642
EFG icon
484
iShares MSCI EAFE Growth ETF
EFG
$14.1B
– –
-57
EHC icon
485
Encompass Health
EHC
$9.68B
– –
-170
EIX icon
486
Edison International
EIX
$28.3B
– –
-400
EL icon
487
Estee Lauder
EL
$25.6B
– –
-33
ELV icon
488
Elevance Health
ELV
$65.6B
– –
-240
EMBC icon
489
Embecta
EMBC
$521M
– –
-16
EMR icon
490
Emerson Electric
EMR
$74.4B
– –
-1,281
ENPH icon
491
Enphase Energy
ENPH
$5.02B
– –
-23
EOG icon
492
EOG Resources
EOG
$75.2B
– –
-19
EPI icon
493
WisdomTree India Earnings Fund ETF
EPI
$2.16B
– –
-824
EQIX icon
494
Equinix
EQIX
$97.9B
– –
-37
EQT icon
495
EQT Corp
EQT
$38.1B
– –
-2,455
ES icon
496
Eversource Energy
ES
$26.2B
– –
-200
ESGD icon
497
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.9B
– –
-378
ESGE icon
498
iShares ESG Aware MSCI EM ETF
ESGE
$6B
– –
-435
ESML icon
499
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.15B
– –
-1,428
ET icon
500
Energy Transfer Partners
ET
$65.4B
– –
-5,472
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