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
PII icon
551
Polaris
PII
$3.6B
$2.85K ﹤0.01%
70
-10
MP icon
552
MP Materials
MP
$10.1B
$2.83K ﹤0.01%
85
AVEM icon
553
Avantis Emerging Markets Equity ETF
AVEM
$13.7B
$2.67K ﹤0.01%
+39
EL icon
554
Estee Lauder
EL
$31.4B
$2.67K ﹤0.01%
+33
SNAP icon
555
Snap
SNAP
$14.3B
$2.6K ﹤0.01%
299
-1,000
VFC icon
556
VF Corp
VFC
$5.68B
$2.58K ﹤0.01%
220
-20
MDB icon
557
MongoDB
MDB
$27.8B
$2.52K ﹤0.01%
12
+1
ETHE
558
Grayscale Ethereum Trust ETF
ETHE
$3.43B
$2.5K ﹤0.01%
120
-125
EOG icon
559
EOG Resources
EOG
$59.9B
$2.27K ﹤0.01%
+19
MU icon
560
Micron Technology
MU
$276B
$2.22K ﹤0.01%
+18
MEG icon
561
Montrose Environmental
MEG
$850M
$2.19K ﹤0.01%
100
QS icon
562
QuantumScape
QS
$7.9B
$2.09K ﹤0.01%
+311
GE icon
563
GE Aerospace
GE
$319B
$2.06K ﹤0.01%
+8
BROS icon
564
Dutch Bros
BROS
$6.64B
$2.05K ﹤0.01%
+30
PPA icon
565
Invesco Aerospace & Defense ETF
PPA
$6.4B
$1.98K ﹤0.01%
+14
CLNE icon
566
Clean Energy Fuels
CLNE
$480M
$1.95K ﹤0.01%
1,000
MTCH icon
567
Match Group
MTCH
$7.53B
$1.92K ﹤0.01%
62
TRP icon
568
TC Energy
TRP
$57.3B
$1.9K ﹤0.01%
+39
AI icon
569
C3.ai
AI
$1.9B
$1.84K ﹤0.01%
75
SCHH icon
570
Schwab US REIT ETF
SCHH
$8.24B
$1.83K ﹤0.01%
87
+1
AIRR icon
571
First Trust RBA American Industrial Renaissance ETF
AIRR
$5.35B
$1.79K ﹤0.01%
+22
MSCI icon
572
MSCI
MSCI
$42.5B
$1.73K ﹤0.01%
+3
KVUE icon
573
Kenvue
KVUE
$32.9B
$1.68K ﹤0.01%
80
SMH icon
574
VanEck Semiconductor ETF
SMH
$34.8B
$1.67K ﹤0.01%
6
PHIN icon
575
Phinia Inc
PHIN
$2.05B
$1.65K ﹤0.01%
+37
21 22
23
24 25