AWM
Atticus Wealth Management Portfolio holdings
AUM
$370M
1-Year Return
13.35%
This Quarter Return
+0.51%
1 Year Return
+13.35%
3 Year Return
+51.11%
5 Year Return
+85.6%
10 Year Return
–
AUM
$228M
AUM Growth
-$1.91M
(-0.83%)
Cap. Flow
-$957K
Cap. Flow
% of AUM
-0.42%
Top 10 Holdings %
Top 10 Hldgs %
50.9%
Holding
472
New
84
Increased
78
Reduced
137
Closed
58
Top Buys
| 1 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$15.1M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$5.47M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
+$1.77M |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$1.16M |
| 5 |
Invesco Preferred ETF
PGX
|
+$1.16M |
Top Sells
| 1 |
iShares MBS ETF
MBB
|
+$7.51M |
| 2 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$7.28M |
| 3 |
iShares Preferred and Income Securities ETF
PFF
|
+$2.59M |
| 4 |
iShares AAA-A Rated Corporate Bond ETF
QLTA
|
+$1.26M |
| 5 |
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% |
