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
$396M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
680
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$2.09M
3
+$1.41M
4
PLTR icon
Palantir
PLTR
+$1.19M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$909K

Top Sells

1
+$5.06M
2
+$2.46M
3
+$650K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$577K
5
OEF icon
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
PG icon
51
Procter & Gamble
PG
$341B
$1.24M 0.31%
8,100
+1,207
NFLX icon
52
Netflix
NFLX
$463B
$1.19M 0.3%
9,890
+900
XLV icon
53
State Street Health Care Select Sector SPDR ETF
XLV
$40.1B
$1.17M 0.3%
8,410
-228
AIQ icon
54
Global X Artificial Intelligence & Technology ETF
AIQ
$7.04B
$1.13M 0.29%
22,972
+289
SPIB icon
55
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.9B
$1.12M 0.28%
33,045
+72
VOO icon
56
Vanguard S&P 500 ETF
VOO
$800B
$1.08M 0.27%
1,768
+39
IWP icon
57
iShares Russell Mid-Cap Growth ETF
IWP
$19.8B
$1.07M 0.27%
7,509
-68
INDA icon
58
iShares MSCI India ETF
INDA
$9.47B
$1.07M 0.27%
20,502
+1,120
IVW icon
59
iShares S&P 500 Growth ETF
IVW
$66.6B
$1.05M 0.27%
8,726
-11
MA icon
60
Mastercard
MA
$490B
$1.02M 0.26%
1,796
+145
MS icon
61
Morgan Stanley
MS
$269B
$962K 0.24%
6,049
+1,927
VTV icon
62
Vanguard Value ETF
VTV
$152B
$954K 0.24%
5,114
PEG icon
63
Public Service Enterprise Group
PEG
$40.3B
$935K 0.24%
11,209
+2,482
SPYD icon
64
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.26B
$902K 0.23%
20,507
+71
AMAT icon
65
Applied Materials
AMAT
$211B
$902K 0.23%
4,404
+488
PJUL icon
66
Innovator US Equity Power Buffer ETF July
PJUL
$1.12B
$875K 0.22%
19,190
ABBV icon
67
AbbVie
ABBV
$397B
$862K 0.22%
3,722
+24
VXF icon
68
Vanguard Extended Market ETF
VXF
$24.6B
$819K 0.21%
3,911
+25
UNOV icon
69
Innovator US Equity Ultra Buffer ETF November
UNOV
$174M
$816K 0.21%
21,778
MCD icon
70
McDonald's
MCD
$214B
$795K 0.2%
2,615
-137
PAPR icon
71
Innovator US Equity Power Buffer ETF April
PAPR
$787M
$763K 0.19%
19,888
WMT icon
72
Walmart
WMT
$896B
$751K 0.19%
7,287
+1,285
CSCO icon
73
Cisco
CSCO
$304B
$744K 0.19%
10,874
+3,540
SDY icon
74
State Street SPDR S&P Dividend ETF
SDY
$19.9B
$726K 0.18%
5,185
GS icon
75
Goldman Sachs
GS
$245B
$721K 0.18%
906
+285
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3
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