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
$283M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$3.59M
3
+$3.3M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.41M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.14M

Top Sells

1
+$21M
2
+$3.29M
3
+$2.42M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.34M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$719K

Sector Composition

1 Technology 7.83%
2 Consumer Staples 4.1%
3 Healthcare 2.33%
4 Consumer Discretionary 2.06%
5 Financials 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$59.9K 0.02%
257
-18
227
$59K 0.02%
500
228
$58.8K 0.02%
3,036
+500
229
$58.5K 0.02%
1,500
230
$58.5K 0.02%
1,000
231
$58.2K 0.02%
808
-1,344
232
$58K 0.02%
355
233
$57.8K 0.02%
+55,000
234
$56.6K 0.02%
1,182
-649
235
$56.1K 0.02%
1,680
236
$55.1K 0.02%
184
237
$55K 0.02%
416
238
$54.1K 0.02%
666
239
$53.1K 0.02%
224
240
$52.8K 0.02%
1,035
-9,651
241
$52K 0.02%
656
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242
$51.7K 0.02%
467
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243
$51.7K 0.02%
1,050
244
$51.1K 0.02%
3,703
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245
$50.3K 0.02%
174
+1
246
$49.5K 0.02%
2,857
-6,813
247
$49.5K 0.02%
6,145
+33
248
$49.3K 0.02%
+2,000
249
$49.3K 0.02%
1,451
250
$49.2K 0.02%
990
-500
8 9
10
11 12