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
KNF icon
576
Knife River
KNF
$3.89B
$1.63K ﹤0.01%
20
USB icon
577
US Bancorp
USB
$72.2B
$1.63K ﹤0.01%
+36
HLT icon
578
Hilton Worldwide
HLT
$62.1B
$1.6K ﹤0.01%
+6
PRU icon
579
Prudential Financial
PRU
$37.1B
$1.5K ﹤0.01%
+14
MNST icon
580
Monster Beverage
MNST
$70.9B
$1.5K ﹤0.01%
+24
MCK icon
581
McKesson
MCK
$105B
$1.47K ﹤0.01%
+2
RF icon
582
Regions Financial
RF
$21.7B
$1.44K ﹤0.01%
+61
GRAL
583
GRAIL Inc
GRAL
$3.39B
$1.39K ﹤0.01%
+27
MBLY icon
584
Mobileye
MBLY
$9.82B
$1.39K ﹤0.01%
+77
MDU icon
585
MDU Resources
MDU
$4.25B
$1.33K ﹤0.01%
80
AVUV icon
586
Avantis US Small Cap Value ETF
AVUV
$17.9B
$1.28K ﹤0.01%
+14
ECG
587
Everus Construction Group
ECG
$4.55B
$1.27K ﹤0.01%
20
MUB icon
588
iShares National Muni Bond ETF
MUB
$40.2B
$1.25K ﹤0.01%
12
VRSK icon
589
Verisk Analytics
VRSK
$30.2B
$1.25K ﹤0.01%
+4
WTW icon
590
Willis Towers Watson
WTW
$30.8B
$1.23K ﹤0.01%
+4
RGTI icon
591
Rigetti Computing
RGTI
$8.37B
$1.19K ﹤0.01%
+100
RKDA icon
592
Arcadia Biosciences
RKDA
$5.09M
$1.17K ﹤0.01%
272
NUE icon
593
Nucor
NUE
$34B
$1.17K ﹤0.01%
+9
BILL icon
594
BILL Holdings
BILL
$4.99B
$1.11K ﹤0.01%
24
MMC icon
595
Marsh & McLennan
MMC
$89.5B
$1.09K ﹤0.01%
+5
ETR icon
596
Entergy
ETR
$42.8B
$1.08K ﹤0.01%
+13
WELL icon
597
Welltower
WELL
$135B
$1.08K ﹤0.01%
+7
REGN icon
598
Regeneron Pharmaceuticals
REGN
$73.9B
$1.05K ﹤0.01%
+2
KEY icon
599
KeyCorp
KEY
$19B
$1.05K ﹤0.01%
+60
WMB icon
600
Williams Companies
WMB
$73.9B
$1K ﹤0.01%
+16