AWM

Atticus Wealth Management Portfolio holdings

AUM $370M
1-Year Est. Return 13.35%
This Quarter Est. Return
1 Year Est. Return
+13.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$306M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$6.7M
3
+$6.03M
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$5.22M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.43M

Top Sells

1
+$14.2M
2
+$6.42M
3
+$5.18M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.09M
5
CSHI icon
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
+$1.21M

Sector Composition

1 Technology 7.48%
2 Consumer Staples 3.53%
3 Financials 1.97%
4 Consumer Discretionary 1.9%
5 Communication Services 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IAU icon
176
iShares Gold Trust
IAU
$64.3B
$88.4K 0.03%
1,500
AFL icon
177
Aflac
AFL
$57.6B
$87.8K 0.03%
790
DTE icon
178
DTE Energy
DTE
$29.5B
$87.8K 0.03%
635
VDC icon
179
Vanguard Consumer Staples ETF
VDC
$7.46B
$87.5K 0.03%
400
XLI icon
180
Industrial Select Sector SPDR Fund
XLI
$23.4B
$87.2K 0.03%
666
+2
NSC icon
181
Norfolk Southern
NSC
$65B
$86.5K 0.03%
365
BAC icon
182
Bank of America
BAC
$376B
$84.9K 0.03%
2,035
LRCX icon
183
Lam Research
LRCX
$178B
$84.7K 0.03%
1,165
+3
AMT icon
184
American Tower
AMT
$89.6B
$84.7K 0.03%
389
-89
VCSH icon
185
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.4B
$84.5K 0.03%
1,071
-574
XLP icon
186
Consumers Staples Select Sector SPDR Fund
XLP
$15.6B
$84.1K 0.03%
1,030
+389
FDS icon
187
Factset
FDS
$10.8B
$81.8K 0.03%
180
PAYX icon
188
Paychex
PAYX
$45.5B
$80.2K 0.03%
520
HASI icon
189
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$3.58B
$80.2K 0.03%
2,742
+42
ALL icon
190
Allstate
ALL
$51.6B
$79.5K 0.03%
384
SPGI icon
191
S&P Global
SPGI
$144B
$78.2K 0.03%
154
PM icon
192
Philip Morris
PM
$246B
$77.5K 0.03%
488
-106
JEPI icon
193
JPMorgan Equity Premium Income ETF
JEPI
$41.3B
$75.7K 0.02%
1,325
+24
WFC icon
194
Wells Fargo
WFC
$262B
$75.4K 0.02%
1,050
IJT icon
195
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.23B
$72.8K 0.02%
585
+1
ZOCT
196
Innovator Equity Defined Protection ETF - 1 Yr October
ZOCT
$61.2M
$70.3K 0.02%
2,795
IVV icon
197
iShares Core S&P 500 ETF
IVV
$660B
$70.2K 0.02%
125
-9
UMAR icon
198
Innovator US Equity Ultra Buffer ETF March
UMAR
$197M
$69K 0.02%
1,940
SO icon
199
Southern Company
SO
$108B
$69K 0.02%
750
VRTX icon
200
Vertex Pharmaceuticals
VRTX
$107B
$67.9K 0.02%
140
6 7
8
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