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
251
$49.1K 0.02%
701
+49
252
$48.9K 0.02%
516
253
$47.4K 0.02%
1,061
-459
254
$47K 0.02%
207
-63
255
$46.5K 0.02%
1,332
256
$46.4K 0.02%
698
-217
257
$46.4K 0.02%
335
-135
258
$46.1K 0.02%
380
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259
$44.1K 0.02%
320
260
$42.9K 0.02%
+3,333
261
$42.4K 0.01%
455
262
$42.1K 0.01%
200
263
$41.7K 0.01%
2,491
+49
264
$41.4K 0.01%
640
265
$39.3K 0.01%
877
+17
266
$39.2K 0.01%
425
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267
$39K 0.01%
11
+10
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$38.6K 0.01%
1,200
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269
$37.2K 0.01%
1,560
270
$36.6K 0.01%
257
-13
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$35.9K 0.01%
349
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272
$35.8K 0.01%
313
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273
$35.4K 0.01%
456
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274
$35.4K 0.01%
420
275
$35.3K 0.01%
77
9 10
11
12 13