AWM

Atticus Wealth Management Portfolio holdings

AUM $369M
1-Year Est. Return 17.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$369M
AUM Growth
-$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$676K
2
+$589K
3
+$536K
4
JTEK icon
JPMorgan US Tech Leaders ETF
JTEK
+$455K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$340K

Top Sells

1
+$6.21M
2
+$2.19M
3
+$1.11M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$802K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$736K

Sector Composition

1 Technology 9.34%
2 Financials 3.02%
3 Consumer Discretionary 2.98%
4 Consumer Staples 2.97%
5 Communication Services 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
META icon
51
Meta Platforms (Facebook)
META
$1.53T
$1.33M 0.36%
2,322
-399
IVV icon
52
iShares Core S&P 500 ETF
IVV
$846B
$1.28M 0.35%
1,963
+498
XLV icon
53
State Street Health Care Select Sector SPDR ETF
XLV
$37.5B
$1.28M 0.35%
8,739
-197
JTEK icon
54
JPMorgan US Tech Leaders ETF
JTEK
$4.35B
$1.14M 0.31%
14,390
+5,307
VOO icon
55
Vanguard S&P 500 ETF
VOO
$980B
$1.09M 0.3%
1,829
+24
PG icon
56
Procter & Gamble
PG
$325B
$1.09M 0.3%
7,537
-479
XOM icon
57
Exxon Mobil
XOM
$617B
$1.02M 0.28%
6,033
+27
AIQ icon
58
Global X Artificial Intelligence & Technology ETF
AIQ
$11.2B
$1.01M 0.27%
21,697
-880
CVX icon
59
Chevron
CVX
$372B
$995K 0.27%
4,808
+49
MS icon
60
Morgan Stanley
MS
$338B
$993K 0.27%
6,034
-34
INDA icon
61
iShares MSCI India ETF
INDA
$6.72B
$988K 0.27%
21,102
+509
IWP icon
62
iShares Russell Mid-Cap Growth ETF
IWP
$20.5B
$959K 0.26%
7,486
-229
SPYD icon
63
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.24B
$940K 0.25%
20,656
+66
NFLX icon
64
Netflix
NFLX
$354B
$926K 0.25%
9,629
-42
IVW icon
65
iShares S&P 500 Growth ETF
IVW
$77B
$903K 0.24%
7,986
-841
PEG icon
66
Public Service Enterprise Group
PEG
$38.7B
$901K 0.24%
11,136
+146
ADI icon
67
Analog Devices
ADI
$203B
$896K 0.24%
2,816
-383
GEV icon
68
GE Vernova
GEV
$260B
$848K 0.23%
971
+4
CEF icon
69
Sprott Physical Gold and Silver Trust
CEF
$8.75B
$830K 0.22%
17,388
+5,198
CSCO icon
70
Cisco
CSCO
$502B
$817K 0.22%
10,532
-221
UNOV icon
71
Innovator US Equity Ultra Buffer ETF November
UNOV
$113M
$812K 0.22%
21,778
VXF icon
72
Vanguard Extended Market ETF
VXF
$29.9B
$808K 0.22%
3,924
+7
QMOM icon
73
Alpha Architect US Quantitative Momentum ETF
QMOM
$531M
$805K 0.22%
11,783
+123
MA icon
74
Mastercard
MA
$428B
$800K 0.22%
1,601
-180
PJUL icon
75
Innovator US Equity Power Buffer ETF July
PJUL
$1B
$790K 0.21%
17,190
-2,000
1 2
3
4 5