AWM
Atticus Wealth Management Portfolio holdings
AUM
$370M
1-Year Return
13.35%
This Quarter Return
+9.47%
1 Year Return
+13.35%
3 Year Return
+51.11%
5 Year Return
+85.6%
10 Year Return
–
AUM
$283M
AUM Growth
+$22.4M
(+8.6%)
Cap. Flow
-$1.65M
Cap. Flow
% of AUM
-0.58%
Top 10 Holdings %
Top 10 Hldgs %
57.59%
Holding
617
New
30
Increased
105
Reduced
157
Closed
55
Top Buys
| 1 |
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
|
+$26.1M |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$3.59M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.3M |
| 4 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$1.41M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$1.14M |
Top Sells
| 1 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$21M |
| 2 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$3.29M |
| 3 |
Realty Income
O
|
+$2.42M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$1.34M |
| 5 |
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% |
