AWM
Atticus Wealth Management Portfolio holdings
AUM
$370M
1-Year Return
13.35%
This Quarter Return
+3.71%
1 Year Return
+13.35%
3 Year Return
+51.11%
5 Year Return
+85.6%
10 Year Return
–
AUM
$210M
AUM Growth
+$11.3M
(+5.7%)
Cap. Flow
+$5.51M
Cap. Flow
% of AUM
2.63%
Top 10 Holdings %
Top 10 Hldgs %
43.92%
Holding
372
New
27
Increased
95
Reduced
106
Closed
21
Top Buys
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$6.41M |
| 2 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$6.37M |
| 3 |
iShares MBS ETF
MBB
|
$5.49M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$3.46M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$3.11M |
Top Sells
Sector Composition
| 1 | Technology | 7.9% |
| 2 | Consumer Staples | 4.58% |
| 3 | Consumer Discretionary | 3.85% |
| 4 | Communication Services | 3.51% |
| 5 | Financials | 3.24% |
