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
QUAL icon
126
iShares MSCI USA Quality Factor ETF
QUAL
$53.1B
$316K 0.09%
1,731
+110
GEV icon
127
GE Vernova
GEV
$159B
$311K 0.08%
588
+553
IBM icon
128
IBM
IBM
$283B
$303K 0.08%
1,027
+575
TSCO icon
129
Tractor Supply
TSCO
$28.6B
$299K 0.08%
5,669
+806
PSX icon
130
Phillips 66
PSX
$56B
$297K 0.08%
2,490
+2,330
FANG icon
131
Diamondback Energy
FANG
$42.3B
$296K 0.08%
+2,156
PAUG icon
132
Innovator US Equity Power Buffer ETF August
PAUG
$1.01B
$289K 0.08%
7,155
AHR icon
133
American Healthcare REIT
AHR
$8.55B
$287K 0.08%
7,811
AGG icon
134
iShares Core US Aggregate Bond ETF
AGG
$131B
$283K 0.08%
2,854
-4,190
VYMI icon
135
Vanguard International High Dividend Yield ETF
VYMI
$12.6B
$279K 0.08%
3,481
+2,809
COP icon
136
ConocoPhillips
COP
$110B
$278K 0.08%
3,100
+2,253
CRWD icon
137
CrowdStrike
CRWD
$135B
$272K 0.07%
535
+66
ICE icon
138
Intercontinental Exchange
ICE
$86.1B
$269K 0.07%
1,464
+458
WEC icon
139
WEC Energy
WEC
$36.3B
$261K 0.07%
2,503
+2,293
NOW icon
140
ServiceNow
NOW
$175B
$255K 0.07%
248
+225
VPL icon
141
Vanguard FTSE Pacific ETF
VPL
$8.19B
$253K 0.07%
3,073
-179
RA
142
Brookfield Real Assets Income Fund
RA
$716M
$252K 0.07%
+18,815
ALL icon
143
Allstate
ALL
$55.7B
$245K 0.07%
1,216
+832
XYL icon
144
Xylem
XYL
$34.7B
$243K 0.07%
1,877
+1
LMT icon
145
Lockheed Martin
LMT
$108B
$242K 0.07%
522
+502
AZO icon
146
AutoZone
AZO
$64.5B
$241K 0.07%
+65
UNP icon
147
Union Pacific
UNP
$132B
$241K 0.07%
1,048
+393
TRV icon
148
Travelers Companies
TRV
$64.2B
$241K 0.06%
+899
HFXI icon
149
NYLI FTSE International Equity Currency Neutral ETF
HFXI
$1.12B
$240K 0.06%
+8,143
RS icon
150
Reliance Steel & Aluminium
RS
$14B
$236K 0.06%
+752