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

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
APD icon
151
Air Products & Chemicals
APD
$57.2B
$331K 0.08%
1,214
+42
QUAL icon
152
iShares MSCI USA Quality Factor ETF
QUAL
$48.2B
$330K 0.08%
1,697
-34
AHR icon
153
American Healthcare REIT
AHR
$8.99B
$328K 0.08%
7,811
IBKR icon
154
Interactive Brokers
IBKR
$28.3B
$328K 0.08%
4,760
+2,304
UNP icon
155
Union Pacific
UNP
$138B
$324K 0.08%
1,370
+322
UL icon
156
Unilever
UL
$146B
$318K 0.08%
5,369
+1,782
VLO icon
157
Valero Energy
VLO
$54.5B
$314K 0.08%
1,847
+720
JCI icon
158
Johnson Controls International
JCI
$70.5B
$312K 0.08%
2,839
+945
PAUG icon
159
Innovator US Equity Power Buffer ETF August
PAUG
$965M
$304K 0.08%
7,155
AMD icon
160
Advanced Micro Devices
AMD
$350B
$303K 0.08%
1,870
+497
TT icon
161
Trane Technologies
TT
$91.2B
$303K 0.08%
717
+249
ORLY icon
162
O'Reilly Automotive
ORLY
$84.3B
$301K 0.08%
2,790
+1,125
ESGU icon
163
iShares ESG Aware MSCI USA ETF
ESGU
$15.1B
$292K 0.07%
2,008
-345
LB
164
LandBridge Co
LB
$1.54B
$292K 0.07%
5,479
+3,553
CEF icon
165
Sprott Physical Gold and Silver Trust
CEF
$8.14B
$291K 0.07%
7,939
+3,734
IBM icon
166
IBM
IBM
$282B
$291K 0.07%
1,032
+5
WEC icon
167
WEC Energy
WEC
$35.2B
$289K 0.07%
2,522
+19
GRMN icon
168
Garmin
GRMN
$37.9B
$288K 0.07%
1,169
+440
ADSK icon
169
Autodesk
ADSK
$65.8B
$282K 0.07%
887
+528
STXD icon
170
Strive 1000 Dividend Growth ETF
STXD
$51.2M
$281K 0.07%
7,691
+4,020
XYL icon
171
Xylem
XYL
$33.9B
$277K 0.07%
1,877
MSI icon
172
Motorola Solutions
MSI
$62.9B
$275K 0.07%
601
+194
NXPI icon
173
NXP Semiconductors
NXPI
$54.2B
$273K 0.07%
1,199
+337
VPL icon
174
Vanguard FTSE Pacific ETF
VPL
$8.29B
$270K 0.07%
3,078
+5
CRWD icon
175
CrowdStrike
CRWD
$130B
$268K 0.07%
547
+12