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
ORI icon
76
Old Republic International
ORI
$11.1B
$716K 0.18%
16,858
+6,258
ARES icon
77
Ares Management
ARES
$35.2B
$715K 0.18%
4,474
+1,754
TFC icon
78
Truist Financial
TFC
$59.5B
$715K 0.18%
15,634
CVX icon
79
Chevron
CVX
$300B
$709K 0.18%
4,564
+136
ADI icon
80
Analog Devices
ADI
$134B
$707K 0.18%
2,878
+1,097
JTEK icon
81
JPMorgan US Tech Leaders ETF
JTEK
$3.14B
$690K 0.17%
7,500
+7,315
QMOM icon
82
Alpha Architect US Quantitative Momentum ETF
QMOM
$336M
$684K 0.17%
10,612
+4,580
NOC icon
83
Northrop Grumman
NOC
$78.1B
$683K 0.17%
1,121
+72
XOM icon
84
Exxon Mobil
XOM
$487B
$676K 0.17%
5,999
+27
FTNT icon
85
Fortinet
FTNT
$61.7B
$669K 0.17%
7,955
PANW icon
86
Palo Alto Networks
PANW
$132B
$656K 0.17%
3,221
+67
ISRG icon
87
Intuitive Surgical
ISRG
$201B
$656K 0.17%
1,466
+436
PJUN icon
88
Innovator US Equity Power Buffer ETF June
PJUN
$719M
$652K 0.16%
15,838
VZ icon
89
Verizon
VZ
$171B
$648K 0.16%
14,740
+5,292
XLF icon
90
State Street Financial Select Sector SPDR ETF
XLF
$51.8B
$640K 0.16%
11,883
-459
MDT icon
91
Medtronic
MDT
$131B
$623K 0.16%
6,545
+2,250
COWZ icon
92
Pacer US Cash Cows 100 ETF
COWZ
$18.2B
$614K 0.16%
10,683
+4,768
PJAN icon
93
Innovator US Equity Power Buffer ETF January
PJAN
$1.18B
$611K 0.15%
13,348
IVV icon
94
iShares Core S&P 500 ETF
IVV
$731B
$607K 0.15%
907
+335
QTUM icon
95
Defiance Quantum ETF
QTUM
$3.01B
$605K 0.15%
+5,771
ABT icon
96
Abbott
ABT
$220B
$605K 0.15%
4,515
+1,004
CMI icon
97
Cummins
CMI
$69.2B
$604K 0.15%
1,431
+61
GEV icon
98
GE Vernova
GEV
$163B
$599K 0.15%
974
+386
JEPI icon
99
JPMorgan Equity Premium Income ETF
JEPI
$41B
$565K 0.14%
9,893
+2,182
O icon
100
Realty Income
O
$52.9B
$559K 0.14%
9,188
+3,310
2 3
4
5 6