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
HFXI icon
126
NYLI FTSE International Equity Currency Neutral ETF
HFXI
$1.18B
$408K 0.1%
13,149
+5,006
ASML icon
127
ASML
ASML
$430B
$405K 0.1%
418
+129
BSX icon
128
Boston Scientific
BSX
$147B
$399K 0.1%
4,086
+2,291
TOL icon
129
Toll Brothers
TOL
$13.4B
$396K 0.1%
2,870
+1,504
VGSH icon
130
Vanguard Short-Term Treasury ETF
VGSH
$24.7B
$395K 0.1%
6,720
-366
RS icon
131
Reliance Steel & Aluminium
RS
$14.6B
$390K 0.1%
1,389
+637
PSA icon
132
Public Storage
PSA
$47.9B
$389K 0.1%
1,347
+73
JPST icon
133
JPMorgan Ultra-Short Income ETF
JPST
$35B
$388K 0.1%
7,654
-3,143
LMT icon
134
Lockheed Martin
LMT
$102B
$387K 0.1%
775
+253
USEP icon
135
Innovator US Equity Ultra Buffer ETF September
USEP
$230M
$387K 0.1%
10,000
UPS icon
136
United Parcel Service
UPS
$81.1B
$387K 0.1%
4,629
+3,115
TRV icon
137
Travelers Companies
TRV
$64.4B
$381K 0.1%
1,365
+466
LIN icon
138
Linde
LIN
$191B
$380K 0.1%
800
AEM icon
139
Agnico Eagle Mines
AEM
$85.2B
$380K 0.1%
2,252
+384
ADBE icon
140
Adobe
ADBE
$135B
$370K 0.09%
1,050
-48
POCT icon
141
Innovator US Equity Power Buffer ETF October
POCT
$1.11B
$365K 0.09%
8,461
ITOT icon
142
iShares Core S&P Total US Stock Market ETF
ITOT
$80.1B
$364K 0.09%
2,498
+4
ALL icon
143
Allstate
ALL
$54.7B
$359K 0.09%
1,672
+456
GRBK icon
144
Green Brick Partners
GRBK
$2.9B
$359K 0.09%
4,858
+2,463
COKE icon
145
Coca-Cola Consolidated
COKE
$10.8B
$351K 0.09%
3,000
VYMI icon
146
Vanguard International High Dividend Yield ETF
VYMI
$13.5B
$346K 0.09%
4,084
+603
CRM icon
147
Salesforce
CRM
$223B
$344K 0.09%
1,451
+672
VUG icon
148
Vanguard Growth ETF
VUG
$202B
$343K 0.09%
716
-45
TSCO icon
149
Tractor Supply
TSCO
$28.1B
$335K 0.08%
5,893
+224
RA
150
Brookfield Real Assets Income Fund
RA
$727M
$332K 0.08%
24,872
+6,057
4 5
6
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