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
ORLY icon
201
O'Reilly Automotive
ORLY
$83.8B
$150K 0.04%
1,665
+1,650
T icon
202
AT&T
T
$181B
$150K 0.04%
5,166
-71
IWO icon
203
iShares Russell 2000 Growth ETF
IWO
$12.4B
$147K 0.04%
514
+1
PGR icon
204
Progressive
PGR
$132B
$147K 0.04%
549
+10
DVN icon
205
Devon Energy
DVN
$22.2B
$145K 0.04%
4,561
+4,461
IGSB icon
206
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.3B
$145K 0.04%
2,746
+56
JAVA icon
207
JPMorgan Active Value ETF
JAVA
$4.21B
$145K 0.04%
+2,207
EQT icon
208
EQT Corp
EQT
$37.1B
$143K 0.04%
2,455
+9
KD icon
209
Kyndryl
KD
$5.64B
$140K 0.04%
3,337
+3,325
MMM icon
210
3M
MMM
$88.4B
$138K 0.04%
907
+787
MKL icon
211
Markel Group
MKL
$26B
$138K 0.04%
+69
POOL icon
212
Pool Corp
POOL
$8.96B
$136K 0.04%
+468
IBKR icon
213
Interactive Brokers
IBKR
$28.5B
$136K 0.04%
+2,456
QQQI icon
214
NEOS Nasdaq 100 High Income ETF
QQQI
$4.76B
$135K 0.04%
2,592
-595
TJX icon
215
TJX Companies
TJX
$162B
$134K 0.04%
1,085
+945
CME icon
216
CME Group
CME
$101B
$133K 0.04%
+481
BRO icon
217
Brown & Brown
BRO
$27.6B
$130K 0.04%
1,176
+6
LB
218
LandBridge Co
LB
$1.64B
$130K 0.04%
+1,926
STXD icon
219
Strive 1000 Dividend Growth ETF
STXD
$52.6M
$128K 0.03%
+3,671
CEF icon
220
Sprott Physical Gold and Silver Trust
CEF
$7.5B
$127K 0.03%
+4,205
VLUE icon
221
iShares MSCI USA Value Factor ETF
VLUE
$8.33B
$126K 0.03%
+1,115
BLK icon
222
Blackrock
BLK
$159B
$126K 0.03%
120
CDNS icon
223
Cadence Design Systems
CDNS
$84.8B
$124K 0.03%
+402
CLH icon
224
Clean Harbors
CLH
$10.9B
$123K 0.03%
532
+65
SCHW icon
225
Charles Schwab
SCHW
$165B
$122K 0.03%
1,340
+13
7 8
9
10 11