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
BDX icon
176
Becton Dickinson
BDX
$55.5B
$181K 0.05%
1,050
-8
CTVA icon
177
Corteva
CTVA
$43.8B
$178K 0.05%
2,385
+219
PWR icon
178
Quanta Services
PWR
$63.5B
$177K 0.05%
468
ETN icon
179
Eaton
ETN
$133B
$174K 0.05%
+487
ECL icon
180
Ecolab
ECL
$72.7B
$173K 0.05%
642
+4
SPGI icon
181
S&P Global
SPGI
$148B
$172K 0.05%
326
+172
XLC icon
182
The Communication Services Select Sector SPDR Fund
XLC
$26.6B
$172K 0.05%
1,583
+488
MSI icon
183
Motorola Solutions
MSI
$63B
$171K 0.05%
+407
EMR icon
184
Emerson Electric
EMR
$71.7B
$171K 0.05%
1,281
+1,061
CB icon
185
Chubb
CB
$117B
$170K 0.05%
587
+477
VOOV icon
186
Vanguard S&P 500 Value ETF
VOOV
$5.77B
$168K 0.05%
+888
TXN icon
187
Texas Instruments
TXN
$141B
$163K 0.04%
787
+437
SCHX icon
188
Schwab US Large- Cap ETF
SCHX
$60.7B
$161K 0.04%
6,608
+1,065
UDEC icon
189
Innovator US Equity Ultra Buffer ETF December
UDEC
$293M
$161K 0.04%
4,415
LH icon
190
Labcorp
LH
$21.9B
$159K 0.04%
605
+329
FISV
191
Fiserv Inc
FISV
$33.9B
$159K 0.04%
+920
TOL icon
192
Toll Brothers
TOL
$12.3B
$156K 0.04%
+1,366
VPU icon
193
Vanguard Utilities ETF
VPU
$7.83B
$156K 0.04%
883
-18
UPS icon
194
United Parcel Service
UPS
$80B
$153K 0.04%
1,514
+1,361
GRMN icon
195
Garmin
GRMN
$36.4B
$152K 0.04%
+729
VLO icon
196
Valero Energy
VLO
$54.8B
$151K 0.04%
+1,127
ACN icon
197
Accenture
ACN
$150B
$151K 0.04%
506
-154
GRBK icon
198
Green Brick Partners
GRBK
$2.72B
$151K 0.04%
+2,395
BX icon
199
Blackstone
BX
$107B
$150K 0.04%
1,006
+6
VWO icon
200
Vanguard FTSE Emerging Markets ETF
VWO
$102B
$150K 0.04%
3,036
+265
6 7
8
9 10