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
PSX icon
101
Phillips 66
PSX
$55.4B
$545K 0.14%
4,007
+1,517
LAMR icon
102
Lamar Advertising Co
LAMR
$13.4B
$539K 0.14%
4,401
+1,570
JNJ icon
103
Johnson & Johnson
JNJ
$495B
$536K 0.14%
2,890
-722
IWS icon
104
iShares Russell Mid-Cap Value ETF
IWS
$13.9B
$525K 0.13%
3,757
-10
VBR icon
105
Vanguard Small-Cap Value ETF
VBR
$31.6B
$518K 0.13%
2,484
+20
LHX icon
106
L3Harris
LHX
$51.2B
$508K 0.13%
1,662
+383
CMCSA icon
107
Comcast
CMCSA
$98.5B
$497K 0.13%
15,829
+5,005
INTU icon
108
Intuit
INTU
$177B
$491K 0.12%
718
-17
JAVA icon
109
JPMorgan Active Value ETF
JAVA
$4.91B
$480K 0.12%
6,954
+4,747
FANG icon
110
Diamondback Energy
FANG
$44.7B
$479K 0.12%
3,349
+1,193
MRK icon
111
Merck
MRK
$251B
$474K 0.12%
5,647
-493
AZO icon
112
AutoZone
AZO
$63.6B
$472K 0.12%
110
+45
RTX icon
113
RTX Corp
RTX
$226B
$470K 0.12%
2,807
+428
IWD icon
114
iShares Russell 1000 Value ETF
IWD
$67.6B
$468K 0.12%
2,300
-418
NOW icon
115
ServiceNow
NOW
$171B
$456K 0.12%
496
+248
GHC icon
116
Graham Holdings Company
GHC
$4.82B
$454K 0.11%
386
+140
XBIL icon
117
US Treasury 6 Month Bill ETF
XBIL
$755M
$444K 0.11%
8,848
-4,559
WRB icon
118
W.R. Berkley
WRB
$27.7B
$437K 0.11%
5,706
+2,843
VCIT icon
119
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.4B
$434K 0.11%
5,155
-123
GD icon
120
General Dynamics
GD
$90.7B
$431K 0.11%
1,263
+43
MPC icon
121
Marathon Petroleum
MPC
$57.9B
$429K 0.11%
2,225
+946
VRT icon
122
Vertiv
VRT
$69.2B
$426K 0.11%
2,824
-17
COP icon
123
ConocoPhillips
COP
$110B
$426K 0.11%
4,499
+1,399
ANET icon
124
Arista Networks
ANET
$160B
$416K 0.11%
2,857
-602
ETN icon
125
Eaton
ETN
$129B
$415K 0.1%
1,109
+622
3 4
5
6 7