AWM
Atticus Wealth Management Portfolio holdings
AUM
$405M
1-Year Est. Return
16.99%
This Fund
S&P 500
1 Year Est. Return
+16.99%
AUM
$396M
AUM Growth
+$25.9M
(+7%)
Holding
680
Top Buys
| 1 | +$3.34M | |
| 2 | +$2.09M | |
| 3 | +$1.41M | |
| 4 |
Palantir
PLTR
|
+$1.19M |
| 5 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
+$909K |
Top Sells
| 1 | +$5.06M | |
| 2 | +$2.46M | |
| 3 | +$650K | |
| 4 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$577K |
| 5 |
iShares S&P 100 ETF
OEF
|
+$482K |
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 | |
|---|---|---|---|---|---|---|
676
Dycom Industries
DY
$12.3B
| – | – |
-13
|
|
||
677
Electronic Arts
EA
$50.7B
| – | – |
-4
|
|
||
678
BlackRock ESG Capital Allocation Term Trust
ECAT
$1.55B
| – | – |
-1,000
|
|
||
679
Ecolab
ECL
$84.9B
| – | – |
-642
|
|
||
680
iShares MSCI EAFE Growth ETF
EFG
$10.1B
| – | – |
-57
|
|