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
NXST icon
526
Nexstar Media Group
NXST
$6.62B
$4.32K ﹤0.01%
25
VTI icon
527
Vanguard Total Stock Market ETF
VTI
$582B
$4.26K ﹤0.01%
14
AWK icon
528
American Water Works
AWK
$26B
$4.17K ﹤0.01%
30
-10
NVDX icon
529
T-Rex 2X Long NVIDIA Daily Target ETF
NVDX
$590M
$4.13K ﹤0.01%
+283
ABNB icon
530
Airbnb
ABNB
$80.4B
$4.1K ﹤0.01%
31
AVDE icon
531
Avantis International Equity ETF
AVDE
$12.2B
$4.07K ﹤0.01%
+55
FLJP icon
532
Franklin FTSE Japan ETF
FLJP
$2.69B
$4.02K ﹤0.01%
+125
SPDW icon
533
SPDR Portfolio Developed World ex-US ETF
SPDW
$34.8B
$4.01K ﹤0.01%
+99
CLMT icon
534
Calumet Specialty Products
CLMT
$1.78B
$3.94K ﹤0.01%
250
QUBT icon
535
Quantum Computing Inc
QUBT
$2.73B
$3.76K ﹤0.01%
+196
DXCM icon
536
DexCom
DXCM
$27B
$3.75K ﹤0.01%
+43
APA icon
537
APA Corp
APA
$9.22B
$3.75K ﹤0.01%
+205
RAL
538
Ralliant Corp
RAL
$6.08B
$3.64K ﹤0.01%
+75
WY icon
539
Weyerhaeuser
WY
$19.3B
$3.42K ﹤0.01%
+133
PGNY icon
540
Progyny
PGNY
$2.1B
$3.39K ﹤0.01%
154
IVE icon
541
iShares S&P 500 Value ETF
IVE
$49.3B
$3.32K ﹤0.01%
17
ALGN icon
542
Align Technology
ALGN
$12.3B
$3.22K ﹤0.01%
17
RAVE icon
543
RAVE Restaurant Group
RAVE
$45.5M
$3.22K ﹤0.01%
1,170
DY icon
544
Dycom Industries
DY
$11B
$3.18K ﹤0.01%
+13
MGA icon
545
Magna International
MGA
$15.9B
$3.17K ﹤0.01%
+82
MRP
546
Millrose Properties Inc
MRP
$5.07B
$3.17K ﹤0.01%
111
HZO icon
547
MarineMax
HZO
$633M
$3.14K ﹤0.01%
125
PLD icon
548
Prologis
PLD
$123B
$3.05K ﹤0.01%
29
+9
ETSY icon
549
Etsy
ETSY
$6.28B
$3.01K ﹤0.01%
60
BALL icon
550
Ball Corp
BALL
$15B
$2.92K ﹤0.01%
52
+11