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
CVX icon
76
Chevron
CVX
$315B
$634K 0.17%
4,428
+56
PJUN icon
77
Innovator US Equity Power Buffer ETF June
PJUN
$772M
$630K 0.17%
15,838
+6,929
JGRO icon
78
JPMorgan Active Growth ETF
JGRO
$7.48B
$618K 0.17%
+7,179
PJAN icon
79
Innovator US Equity Power Buffer ETF January
PJAN
$1.24B
$588K 0.16%
13,348
WMT icon
80
Walmart
WMT
$817B
$587K 0.16%
6,002
+2,057
MS icon
81
Morgan Stanley
MS
$260B
$581K 0.16%
4,122
+3,272
INTU icon
82
Intuit
INTU
$185B
$579K 0.16%
735
+33
ISRG icon
83
Intuitive Surgical
ISRG
$195B
$560K 0.15%
1,030
+505
JNJ icon
84
Johnson & Johnson
JNJ
$472B
$552K 0.15%
3,612
-208
JPST icon
85
JPMorgan Ultra-Short Income ETF
JPST
$34B
$547K 0.15%
10,797
+1,021
IWD icon
86
iShares Russell 1000 Value ETF
IWD
$65B
$528K 0.14%
2,718
-50
NOC icon
87
Northrop Grumman
NOC
$79.6B
$524K 0.14%
1,049
+29
CSCO icon
88
Cisco
CSCO
$307B
$509K 0.14%
7,334
+6,729
IWS icon
89
iShares Russell Mid-Cap Value ETF
IWS
$14B
$498K 0.13%
3,767
+65
MRK icon
90
Merck
MRK
$231B
$486K 0.13%
6,140
+2,097
VBR icon
91
Vanguard Small-Cap Value ETF
VBR
$30.9B
$480K 0.13%
2,464
ABT icon
92
Abbott
ABT
$227B
$478K 0.13%
3,511
+860
ARES icon
93
Ares Management
ARES
$32.3B
$471K 0.13%
+2,720
PLTR icon
94
Palantir
PLTR
$415B
$455K 0.12%
3,340
+2,259
CMI icon
95
Cummins
CMI
$63.9B
$449K 0.12%
1,370
+107
GS icon
96
Goldman Sachs
GS
$237B
$440K 0.12%
621
+241
JEPI icon
97
JPMorgan Equity Premium Income ETF
JEPI
$41.2B
$438K 0.12%
7,711
+6,386
VCIT icon
98
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.4B
$438K 0.12%
+5,278
ADBE icon
99
Adobe
ADBE
$139B
$425K 0.11%
1,098
+124
ADI icon
100
Analog Devices
ADI
$116B
$424K 0.11%
1,781
+1,260
2 3
4
5 6