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
$228M
AUM Growth
-$1.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$5.47M
3
+$1.77M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.16M
5
PGX icon
Invesco Preferred ETF
PGX
+$1.16M

Top Sells

1
+$7.51M
2
+$7.28M
3
+$2.59M
4
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$1.26M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$848K

Sector Composition

1 Technology 8.93%
2 Consumer Staples 3.92%
3 Consumer Discretionary 3.46%
4 Financials 3.16%
5 Communication Services 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$53K 0.02%
+229
227
$53K 0.02%
+157
228
$53K 0.02%
334
229
$52K 0.02%
5,390
230
$51K 0.02%
350
231
$51K 0.02%
1,515
232
$50K 0.02%
400
233
$50K 0.02%
1,500
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234
$50K 0.02%
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235
$50K 0.02%
160
236
$49K 0.02%
1,480
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237
$49K 0.02%
841
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238
$49K 0.02%
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239
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240
$49K 0.02%
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241
$48K 0.02%
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242
$47K 0.02%
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243
$47K 0.02%
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244
$46K 0.02%
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245
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246
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247
$45K 0.02%
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248
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249
$44K 0.02%
+442
250
$43K 0.02%
+353
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