AWM

Atticus Wealth Management Portfolio holdings

AUM $405M
1-Year Est. Return 16.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$396M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
680
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$2.1M
3
+$1.1M
4
PLTR icon
Palantir
PLTR
+$1.05M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$904K

Top Sells

1
+$4.87M
2
+$2.33M
3
+$619K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$561K
5
OEF icon
iShares S&P 100 ETF
OEF
+$460K

Sector Composition

1 Technology 10.43%
2 Consumer Discretionary 3.11%
3 Financials 2.93%
4 Consumer Staples 2.8%
5 Communication Services 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHH icon
601
Schwab US REIT ETF
SCHH
$9.17B
– –
-87
SCHM icon
602
Schwab US Mid-Cap ETF
SCHM
$13B
– –
-294
SCHW icon
603
Charles Schwab
SCHW
$162B
– –
-1,340
SCHV icon
604
Schwab US Large-Cap Value ETF
SCHV
$14.9B
– –
-1,950
SCHX icon
605
Schwab US Large- Cap ETF
SCHX
$61.7B
– –
-6,608
SHW icon
606
Sherwin-Williams
SHW
$80.6B
– –
-38
SPSM icon
607
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$13.9B
– –
-439
SPTL icon
608
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.3B
– –
-11
SPXU icon
609
ProShares UltraPro Short S&P 500
SPXU
$520M
– –
-200
SPYI icon
610
NEOS S&P 500 High Income ETF
SPYI
$8.15B
– –
-2,124
SQQQ icon
611
ProShares UltraPro Short QQQ
SQQQ
$2.55B
– –
-140
STLD icon
612
Steel Dynamics
STLD
$26.5B
– –
-500
STRL icon
613
Sterling Infrastructure
STRL
$12.9B
– –
-200
STX icon
614
Seagate
STX
$94.8B
– –
-1
STZ icon
615
Constellation Brands
STZ
$26.2B
– –
-3
SYK icon
616
Stryker
SYK
$126B
– –
-182
SYY icon
617
Sysco
SYY
$34.5B
– –
-470
T icon
618
AT&T
T
$198B
– –
-5,166
TDG icon
619
TransDigm Group
TDG
$66.3B
– –
-20
TEL icon
620
TE Connectivity
TEL
$62.1B
– –
-36
TLRY icon
621
Tilray
TLRY
$715M
– –
-160
TLT icon
622
iShares 20+ Year Treasury Bond ETF
TLT
$42.5B
– –
-11
TMO icon
623
Thermo Fisher Scientific
TMO
$184B
– –
-205
TMUS icon
624
T-Mobile US
TMUS
$225B
– –
-307
TSLL icon
625
Direxion Shares ETF Trust Direxion Daily TSLA Bull 2X ETF
TSLL
$4.7B
– –
-3,822
23 24
25
26 27