AWM
Atticus Wealth Management Portfolio holdings
AUM
$370M
This Quarter Return
+6.93%
1 Year Return
+13.35%
3 Year Return
+51.11%
5 Year Return
+85.6%
10 Year Return
–
AUM
$157M
AUM Growth
–
Cap. Flow
+$157M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
42.87%
Holding
415
New
412
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$14.1M |
| 2 |
iShares S&P 100 ETF
OEF
|
$9.06M |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$8.59M |
| 4 |
Coca-Cola
KO
|
$7.14M |
| 5 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$5.31M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 6.44% |
| 2 | Technology | 6.08% |
| 3 | Financials | 5.62% |
| 4 | Real Estate | 3.83% |
| 5 | Healthcare | 3.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Weyerhaeuser
WY
$18.7B
| $239K | 0.15% |
+7,919
| New | +$239K |
|
77
Trade Desk
TTD
$26.7B
| $232K | 0.15% |
+893
| New | +$232K |
|
78
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54.4B
| $232K | 0.15% |
+2,542
| New | +$232K |
|
|
XLNX
79
DELISTED
Xilinx Inc
XLNX
| $231K | 0.15% |
+2,362
| New | +$231K |
|
80
3M
MMM
$82.8B
| $227K | 0.14% |
+1,287
| New | +$227K |
|
81
Palo Alto Networks
PANW
$127B
| $220K | 0.14% |
+950
| New | +$220K |
|
82
Consumers Staples Select Sector SPDR Fund
XLP
$15.8B
| $220K | 0.14% |
+3,497
| New | +$220K |
|
83
Invesco S&P 500 Equal Weight ETF
RSP
$74.2B
| $218K | 0.14% |
+1,884
| New | +$218K |
|
84
Kimberly-Clark
KMB
$42.8B
| $214K | 0.14% |
+1,559
| New | +$214K |
|
85
SPDR Gold Trust
GLD
$107B
| $210K | 0.13% |
+1,471
| New | +$210K |
|
86
Philip Morris
PM
$260B
| $188K | 0.12% |
+2,208
| New | +$188K |
|
87
Dominion Energy
D
$51.1B
| $183K | 0.12% |
+2,215
| New | +$183K |
|
88
Applied Materials
AMAT
$128B
| $182K | 0.12% |
+2,986
| New | +$182K |
|
89
Schwab US Large- Cap ETF
SCHX
$59B
| $180K | 0.11% |
+2,343
| New | +$180K |
|
90
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.34B
| $179K | 0.11% |
+7,000
| New | +$179K |
|
91
Duke Energy
DUK
$95.3B
| $176K | 0.11% |
+1,930
| New | +$176K |
|
92
Booking.com
BKNG
$181B
| $175K | 0.11% |
+85
| New | +$175K |
|
93
Union Pacific
UNP
$133B
| $173K | 0.11% |
+955
| New | +$173K |
|
94
Pfizer
PFE
$141B
| $171K | 0.11% |
+4,357
| New | +$171K |
|
95
Vanguard Mid-Cap Value ETF
VOE
$18.8B
| $171K | 0.11% |
+1,435
| New | +$171K |
|
96
American Electric Power
AEP
$59.4B
| $161K | 0.1% |
+1,705
| New | +$161K |
|
97
American Express
AXP
$231B
| $159K | 0.1% |
+1,277
| New | +$159K |
|
98
Netflix
NFLX
$513B
| $158K | 0.1% |
+487
| New | +$158K |
|
99
Ecolab
ECL
$78.6B
| $157K | 0.1% |
+816
| New | +$157K |
|
100
iShares Global Utilities ETF
JXI
$202M
| $157K | 0.1% |
+2,670
| New | +$157K |
|