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
276
$34K 0.01%
764
+113
277
$33K 0.01%
99
-1,348
278
$33K 0.01%
350
279
$33K 0.01%
151
+76
280
$32K 0.01%
1,250
+250
281
$31K 0.01%
2,160
282
$31K 0.01%
107
283
$30K 0.01%
+900
284
$30K 0.01%
444
285
$30K 0.01%
400
286
$28K 0.01%
1,110
287
$27K 0.01%
900
288
$27K 0.01%
150
289
$27K 0.01%
77
290
$27K 0.01%
+2,500
291
$27K 0.01%
+868
292
$26K 0.01%
120
-296
293
$26K 0.01%
234
-217
294
$26K 0.01%
255
-37
295
$25K 0.01%
+5,828
296
$25K 0.01%
491
297
$25K 0.01%
465
298
$24K 0.01%
400
299
$24K 0.01%
1,080
300
$23K 0.01%
1,063
10 11
12
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