AWM

Atticus Wealth Management Portfolio holdings

AUM $369M
1-Year Est. Return 17.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$369M
AUM Growth
-$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$676K
2
+$589K
3
+$536K
4
JTEK icon
JPMorgan US Tech Leaders ETF
JTEK
+$455K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$340K

Top Sells

1
+$6.21M
2
+$2.19M
3
+$1.11M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$802K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$736K

Sector Composition

1 Technology 9.34%
2 Financials 3.02%
3 Consumer Discretionary 2.98%
4 Consumer Staples 2.97%
5 Communication Services 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AGG icon
151
iShares Core US Aggregate Bond ETF
AGG
$136B
$263K 0.07%
2,653
+3
PWR icon
152
Quanta Services
PWR
$105B
$262K 0.07%
477
MSI icon
153
Motorola Solutions
MSI
$68.5B
$262K 0.07%
603
+17
LRCX icon
154
Lam Research
LRCX
$419B
$261K 0.07%
1,223
+3
PH icon
155
Parker-Hannifin
PH
$105B
$261K 0.07%
291
CB icon
156
Chubb
CB
$121B
$260K 0.07%
798
-78
ORLY icon
157
O'Reilly Automotive
ORLY
$71.4B
$258K 0.07%
2,794
-15
BSX icon
158
Boston Scientific
BSX
$71.1B
$256K 0.07%
4,086
MKL icon
159
Markel Group
MKL
$22.4B
$255K 0.07%
133
+4
ANET icon
160
Arista Networks
ANET
$222B
$251K 0.07%
2,046
-668
CME icon
161
CME Group
CME
$89.2B
$250K 0.07%
845
+50
QUAL icon
162
iShares MSCI USA Quality Factor ETF
QUAL
$52.1B
$249K 0.07%
1,300
-395
VOE icon
163
Vanguard Mid-Cap Value ETF
VOE
$22.7B
$249K 0.07%
1,352
-43
CRM icon
164
Salesforce
CRM
$161B
$249K 0.07%
1,332
-54
NOW icon
165
ServiceNow
NOW
$130B
$248K 0.07%
2,371
-59
GRMN icon
166
Garmin
GRMN
$45.9B
$243K 0.07%
1,045
+45
IBM icon
167
IBM
IBM
$305B
$237K 0.06%
977
-58
ADSK icon
168
Autodesk
ADSK
$49.8B
$236K 0.06%
987
STXD icon
169
Strive 1000 Dividend Growth ETF
STXD
$65.6M
$233K 0.06%
6,563
-892
PSA icon
170
Public Storage
PSA
$52.4B
$231K 0.06%
853
-327
C icon
171
Citigroup
C
$225B
$226K 0.06%
+1,993
CAT icon
172
Caterpillar
CAT
$417B
$220K 0.06%
+311
NXPI icon
173
NXP Semiconductors
NXPI
$81.8B
$218K 0.06%
1,106
+43
XLRE icon
174
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.83B
$213K 0.06%
5,207
-374
QQQM icon
175
Invesco NASDAQ 100 ETF
QQQM
$97.3B
$208K 0.06%
874
-24
5 6
7
8 9