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
FSLR icon
201
First Solar
FSLR
$24.9B
$67.5K 0.02%
534
VAW icon
202
Vanguard Materials ETF
VAW
$2.77B
$67.4K 0.02%
357
+2
PCAR icon
203
PACCAR
PCAR
$49.7B
$67.1K 0.02%
689
SYK icon
204
Stryker
SYK
$143B
$67K 0.02%
180
VOT icon
205
Vanguard Mid-Cap Growth ETF
VOT
$17.7B
$66.5K 0.02%
272
CMCSA icon
206
Comcast
CMCSA
$109B
$66.5K 0.02%
1,801
NVO icon
207
Novo Nordisk
NVO
$242B
$65.7K 0.02%
946
LH icon
208
Labcorp
LH
$23.8B
$64.2K 0.02%
276
JKHY icon
209
Jack Henry & Associates
JKHY
$11.1B
$63.9K 0.02%
350
TXN icon
210
Texas Instruments
TXN
$161B
$62.9K 0.02%
350
STLD icon
211
Steel Dynamics
STLD
$21B
$62.5K 0.02%
500
BMY icon
212
Bristol-Myers Squibb
BMY
$88.8B
$61.4K 0.02%
1,007
+1
OGE icon
213
OGE Energy
OGE
$9.36B
$61.2K 0.02%
1,332
SPHD icon
214
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.13B
$61.1K 0.02%
1,217
+10
VO icon
215
Vanguard Mid-Cap ETF
VO
$87.5B
$59.6K 0.02%
230
-27
ITW icon
216
Illinois Tool Works
ITW
$72.7B
$59.5K 0.02%
240
CBRE icon
217
CBRE Group
CBRE
$46.8B
$59.5K 0.02%
455
MO icon
218
Altria Group
MO
$109B
$58.5K 0.02%
975
-404
FSK icon
219
FS KKR Capital
FSK
$4.16B
$58.5K 0.02%
2,792
CWB icon
220
SPDR Bloomberg Convertible Securities ETF
CWB
$4.7B
$57.6K 0.02%
752
+2
IYJ icon
221
iShares US Industrials ETF
IYJ
$1.67B
$56.9K 0.02%
437
-57
AEP icon
222
American Electric Power
AEP
$62.9B
$54.5K 0.02%
499
WM icon
223
Waste Management
WM
$86.8B
$54.3K 0.02%
234
+126
PGX icon
224
Invesco Preferred ETF
PGX
$3.91B
$54.2K 0.02%
4,835
-19,234
ESML icon
225
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2B
$54.1K 0.02%
1,408
-237
7 8
9
10 11