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
251
$43K 0.02%
+700
252
$43K 0.02%
100
-14
253
$43K 0.02%
1,250
254
$42K 0.02%
683
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255
$41K 0.02%
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256
$40K 0.02%
+693
257
$40K 0.02%
+610
258
$40K 0.02%
690
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259
$40K 0.02%
459
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260
$40K 0.02%
66
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261
$40K 0.02%
+9,066
262
$39K 0.02%
1,057
263
$39K 0.02%
444
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264
$39K 0.02%
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265
$38K 0.02%
257
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266
$38K 0.02%
+1,972
267
$38K 0.02%
+1,000
268
$37K 0.02%
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269
$36K 0.02%
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$36K 0.02%
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271
$36K 0.02%
1,346
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272
$35K 0.02%
600
273
$35K 0.02%
495
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274
$34K 0.01%
335
275
$34K 0.01%
145
+73
9 10
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