AWM
Atticus Wealth Management Portfolio holdings
AUM
$370M
1-Year Est. Return
13.35%
1 Year Est. Return
+13.35%
AUM
$306M
AUM Growth
-$15.2M
(-4.7%)
Holding
541
Top Buys
| 1 | +$7.82M | |
| 2 | +$6.7M | |
| 3 | +$6.03M | |
| 4 |
Hartford Total Return Bond ETF
HTRB
|
+$5.22M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.43M |
Top Sells
| 1 | +$14.2M | |
| 2 | +$6.42M | |
| 3 | +$5.18M | |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$5.09M |
| 5 |
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
|
+$1.21M |
Sector Composition
| 1 | Technology | 7.48% |
| 2 | Consumer Staples | 3.53% |
| 3 | Financials | 1.97% |
| 4 | Consumer Discretionary | 1.9% |
| 5 | Communication Services | 1.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
526
iShares Floating Rate Bond ETF
FLOT
$8.98B
| – | – |
-1
|
|
||
527
iShares US Treasury Bond ETF
GOVT
$28.5B
| – | – |
-99
|
|
||
528
GSK
GSK
$88.3B
| – | – |
-400
|
|
||
529
iShares Global Utilities ETF
JXI
$232M
| – | – |
-1,000
|
|
||
530
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.3B
| – | – |
-425
|
|
||
531
Moleculin Biotech
MBRX
$25.2M
| – | – |
-2,784
|
|
||
532
Annaly Capital Management
NLY
$13.4B
| – | – |
-2,717
|
|
||
533
Omega Healthcare
OHI
$12.1B
| – | – |
-900
|
|
||
|
PMT
534
PennyMac Mortgage Investment
PMT
$1.02B
| – | – |
-500
|
|
||
535
Rocket Lab Corp
RKLB
$32.1B
| – | – |
-89
|
|
||
536
SoFi Technologies
SOFI
$31.8B
| – | – |
-400
|
|
||
537
SPDR S&P Telecom ETF
XTL
$166M
| – | – |
-200
|
|
||
|
FLG
538
Flagstar Financial
FLG
$4.69B
| – | – |
-416
|
|
||
|
JQC.RT
539
DELISTED
Nuveen Credit Strategies Income Fund Rights (expiring April 29, 2025)
JQC.RT
| $0 | ﹤0.01% |
+1,799
|
|
||
|
NKLA
540
DELISTED
Nikola Corporation Common Stock
NKLA
| – | – |
-125
|
|
||
|
LICY
541
DELISTED
Li-Cycle Holdings Corp.
LICY
| – | – |
-12
|
|