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
ROK icon
601
Rockwell Automation
ROK
$42B
$997 ﹤0.01%
+3
SMCI icon
602
Super Micro Computer
SMCI
$20.8B
$981 ﹤0.01%
+20
ACLS icon
603
Axcelis
ACLS
$2.52B
$976 ﹤0.01%
14
TLT icon
604
iShares 20+ Year Treasury Bond ETF
TLT
$47.9B
$971 ﹤0.01%
11
XYZ
605
Block Inc
XYZ
$36.2B
$952 ﹤0.01%
14
+7
TSLY icon
606
YieldMax TSLA Option Income Strategy ETF
TSLY
$1.07B
$943 ﹤0.01%
+115
ENPH icon
607
Enphase Energy
ENPH
$3.64B
$912 ﹤0.01%
23
-116
ARHS icon
608
Arhaus
ARHS
$1.26B
$911 ﹤0.01%
105
HBAN icon
609
Huntington Bancshares
HBAN
$24.5B
$906 ﹤0.01%
+54
IQQQ icon
610
ProShares Nasdaq-100 High Income ETF
IQQQ
$256M
$752 ﹤0.01%
18
+1
HWM icon
611
Howmet Aerospace
HWM
$81.6B
$745 ﹤0.01%
+4
LAR
612
Lithium Argentina AG
LAR
$796M
$718 ﹤0.01%
345
-100
WBS icon
613
Webster Financial
WBS
$9.01B
$710 ﹤0.01%
+13
GLPI icon
614
Gaming and Leisure Properties
GLPI
$12.6B
$701 ﹤0.01%
+15
DDOG icon
615
Datadog
DDOG
$63.7B
$672 ﹤0.01%
5
QQQY icon
616
Defiance Nasdaq 100 Enhanced Options Income ETF
QQQY
$184M
$667 ﹤0.01%
26
+3
TLRY icon
617
Tilray
TLRY
$1.21B
$664 ﹤0.01%
+1,600
CNP icon
618
CenterPoint Energy
CNP
$26.2B
$662 ﹤0.01%
+18
KR icon
619
Kroger
KR
$43.8B
$646 ﹤0.01%
+9
CHWY icon
620
Chewy
CHWY
$14.3B
$640 ﹤0.01%
+15
EA icon
621
Electronic Arts
EA
$50.2B
$639 ﹤0.01%
+4
WAB icon
622
Wabtec
WAB
$34.6B
$629 ﹤0.01%
3
ROL icon
623
Rollins
ROL
$28.1B
$621 ﹤0.01%
+11
AMC icon
624
AMC Entertainment Holdings
AMC
$1.12B
$620 ﹤0.01%
200
MGM icon
625
MGM Resorts International
MGM
$8.72B
$620 ﹤0.01%
18