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
AIQ icon
51
Global X Artificial Intelligence & Technology ETF
AIQ
$5.42B
$991K 0.27%
22,683
+3,047
VOO icon
52
Vanguard S&P 500 ETF
VOO
$765B
$982K 0.27%
1,729
+826
IVW icon
53
iShares S&P 500 Growth ETF
IVW
$66.2B
$962K 0.26%
8,737
-487
MA icon
54
Mastercard
MA
$490B
$928K 0.25%
1,651
+253
GOOG icon
55
Alphabet (Google) Class C
GOOG
$3.34T
$910K 0.25%
5,131
+955
VTV icon
56
Vanguard Value ETF
VTV
$148B
$904K 0.24%
5,114
-46
SPYD icon
57
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.2B
$867K 0.23%
20,436
+76
TPR icon
58
Tapestry
TPR
$20.8B
$851K 0.23%
+9,687
PJUL icon
59
Innovator US Equity Power Buffer ETF July
PJUL
$1.22B
$841K 0.23%
19,190
FTNT icon
60
Fortinet
FTNT
$61.2B
$841K 0.23%
7,955
RSP icon
61
Invesco S&P 500 Equal Weight ETF
RSP
$73.7B
$825K 0.22%
4,540
+2,950
MCD icon
62
McDonald's
MCD
$219B
$804K 0.22%
2,752
+64
UNOV icon
63
Innovator US Equity Ultra Buffer ETF November
UNOV
$70.5M
$786K 0.21%
21,778
VXF icon
64
Vanguard Extended Market ETF
VXF
$23.8B
$749K 0.2%
3,886
+11
PAPR icon
65
Innovator US Equity Power Buffer ETF April
PAPR
$827M
$742K 0.2%
19,888
PEG icon
66
Public Service Enterprise Group
PEG
$41.3B
$735K 0.2%
8,727
+4,375
AMAT icon
67
Applied Materials
AMAT
$180B
$717K 0.19%
3,916
+894
SDY icon
68
State Street SPDR S&P Dividend ETF
SDY
$20B
$704K 0.19%
5,185
ABBV icon
69
AbbVie
ABBV
$411B
$686K 0.19%
3,698
-42
TSLA icon
70
Tesla
TSLA
$1.34T
$686K 0.19%
2,159
+431
XBIL icon
71
US Treasury 6 Month Bill ETF
XBIL
$801M
$672K 0.18%
13,407
+326
TFC icon
72
Truist Financial
TFC
$57.4B
$672K 0.18%
15,634
XLF icon
73
Financial Select Sector SPDR Fund
XLF
$54B
$646K 0.17%
12,342
-1,173
PANW icon
74
Palo Alto Networks
PANW
$140B
$645K 0.17%
3,154
+223
XOM icon
75
Exxon Mobil
XOM
$503B
$644K 0.17%
5,972
+2,933
1 2
3
4 5