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
UAUG icon
501
Innovator US Equity Ultra Buffer ETF August
UAUG
$241M
$7.49K ﹤0.01%
200
AA icon
502
Alcoa
AA
$9.22B
$7.38K ﹤0.01%
250
HUM icon
503
Humana
HUM
$28.1B
$7.33K ﹤0.01%
30
BMY icon
504
Bristol-Myers Squibb
BMY
$96B
$7.19K ﹤0.01%
155
-852
CMS icon
505
CMS Energy
CMS
$22.6B
$6.93K ﹤0.01%
100
-20
HTZ icon
506
Hertz
HTZ
$1.65B
$6.83K ﹤0.01%
1,000
GGG icon
507
Graco
GGG
$13.2B
$6.62K ﹤0.01%
+77
NGNE icon
508
Neurogene
NGNE
$321M
$6.53K ﹤0.01%
437
EFG icon
509
iShares MSCI EAFE Growth ETF
EFG
$11.2B
$6.38K ﹤0.01%
+57
TEL icon
510
TE Connectivity
TEL
$68.5B
$6.07K ﹤0.01%
+36
DPZ icon
511
Domino's
DPZ
$13.7B
$5.86K ﹤0.01%
13
+1
SNOW icon
512
Snowflake
SNOW
$85.2B
$5.82K ﹤0.01%
26
TRU icon
513
TransUnion
TRU
$15.5B
$5.81K ﹤0.01%
66
+5
RIVN icon
514
Rivian
RIVN
$17.9B
$5.79K ﹤0.01%
421
-100
HOMB icon
515
Home BancShares
HOMB
$5.2B
$5.69K ﹤0.01%
200
PBD icon
516
Invesco Global Clean Energy ETF
PBD
$93.3M
$5.44K ﹤0.01%
432
+5
GLW icon
517
Corning
GLW
$68.9B
$5.08K ﹤0.01%
97
+1
HUT
518
Hut 8
HUT
$4.02B
$5.02K ﹤0.01%
270
BTC
519
Grayscale Bitcoin Mini Trust ETF
BTC
$4B
$5.01K ﹤0.01%
105
RCL icon
520
Royal Caribbean
RCL
$66.8B
$5.01K ﹤0.01%
+16
ZBRA icon
521
Zebra Technologies
ZBRA
$11.8B
$4.93K ﹤0.01%
16
ARM icon
522
Arm
ARM
$147B
$4.85K ﹤0.01%
30
CARR icon
523
Carrier Global
CARR
$44.7B
$4.83K ﹤0.01%
66
FRT icon
524
Federal Realty Investment Trust
FRT
$8.28B
$4.75K ﹤0.01%
50
HAL icon
525
Halliburton
HAL
$22.3B
$4.69K ﹤0.01%
230
+30
19 20
21
22 23