AWM
Atticus Wealth Management Portfolio holdings
AUM
$370M
1-Year Return
13.35%
This Quarter Return
+5.59%
1 Year Return
+13.35%
3 Year Return
+51.11%
5 Year Return
+85.6%
10 Year Return
–
AUM
$311M
AUM Growth
+$5.6M
(+1.8%)
Cap. Flow
-$9.14M
Cap. Flow
% of AUM
-2.93%
Top 10 Holdings %
Top 10 Hldgs %
58.68%
Holding
562
New
28
Increased
111
Reduced
152
Closed
37
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 8.02% |
| 2 | Consumer Staples | 3.58% |
| 3 | Healthcare | 1.99% |
| 4 | Consumer Discretionary | 1.94% |
| 5 | Communication Services | 1.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
WisdomTree India Earnings Fund ETF
EPI
$2.89B
| $178K | 0.06% |
3,518
+30
| +0.9% | +$1.51K |
|
127
Arista Networks
ANET
$180B
| $176K | 0.06% |
1,836
+160
| +10% | +$15.4K |
|
128
Parker-Hannifin
PH
$96.1B
| $174K | 0.06% |
275
| – | – |
|
129
Intuitive Surgical
ISRG
$167B
| $173K | 0.06% |
353
+31
| +10% | +$15.2K |
|
130
NEOS Nasdaq 100 High Income ETF
QQQI
$4.27B
| $172K | 0.06% |
3,344
+671
| +25% | +$34.4K |
|
131
Walt Disney
DIS
$212B
| $172K | 0.06% |
1,784
-14
| -0.8% | -$1.35K |
|
132
Verizon
VZ
$187B
| $172K | 0.06% |
3,819
-612
| -14% | -$27.5K |
|
133
American Tower
AMT
$92.9B
| $169K | 0.05% |
727
-3
| -0.4% | -$697 |
|
134
Ecolab
ECL
$77.6B
| $163K | 0.05% |
638
-139
| -18% | -$35.5K |
|
135
India Internet & Ecommerce ETF
INQQ
$63.3M
| $163K | 0.05% |
9,932
+166
| +2% | +$2.72K |
|
136
Union Pacific
UNP
$131B
| $161K | 0.05% |
655
| – | – |
|
137
Innovator US Equity Ultra Buffer ETF December
UDEC
$307M
| $155K | 0.05% |
4,415
| – | – |
|
138
Blackstone
BX
$133B
| $153K | 0.05% |
1,000
| – | – |
|
139
IBM
IBM
$232B
| $151K | 0.05% |
681
-250
| -27% | -$55.3K |
|
140
Vanguard FTSE Emerging Markets ETF
VWO
$97.2B
| $148K | 0.05% |
3,088
-17
| -0.5% | -$814 |
|
141
iShares Russell 2000 Growth ETF
IWO
$12.5B
| $145K | 0.05% |
511
+1
| +0.2% | +$284 |
|
142
AllianceBernstein
AB
$4.29B
| $140K | 0.04% |
4,011
-61
| -1% | -$2.13K |
|
143
Quanta Services
PWR
$55.5B
| $140K | 0.04% |
468
| – | – |
|
144
Progressive
PGR
$143B
| $137K | 0.04% |
539
| – | – |
|
145
Vanguard Utilities ETF
VPU
$7.21B
| $136K | 0.04% |
780
-15
| -2% | -$2.61K |
|
146
Uber
UBER
$190B
| $136K | 0.04% |
1,803
+505
| +39% | +$38K |
|
147
TSMC
TSM
$1.26T
| $135K | 0.04% |
775
| – | – |
|
148
First Solar
FSLR
$22B
| $133K | 0.04% |
534
| – | – |
|
|
IGR
149
CBRE Global Real Estate Income Fund
IGR
$765M
| $129K | 0.04% |
19,627
-1,887
| -9% | -$12.4K |
|
150
Corteva
CTVA
$49.1B
| $127K | 0.04% |
2,166
| – | – |
|