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
276
$35.1K 0.01%
596
+580
277
$34.9K 0.01%
719
278
$34.2K 0.01%
500
279
$34.1K 0.01%
85
280
$33.7K 0.01%
667
281
$33.2K 0.01%
444
282
$33.1K 0.01%
580
283
$32.5K 0.01%
550
284
$32.2K 0.01%
223
+1
285
$32K 0.01%
700
-100
286
$31.8K 0.01%
1,387
287
$31.8K 0.01%
247
288
$31.7K 0.01%
330
+200
289
$31.5K 0.01%
500
290
$30K 0.01%
89
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291
$29.4K 0.01%
250
292
$29K 0.01%
575
-31
293
$29K 0.01%
324
294
$28.9K 0.01%
366
+219
295
$28.9K 0.01%
150
-30
296
$28.6K 0.01%
400
297
$28.5K 0.01%
816
298
$28.3K 0.01%
261
299
$27.9K 0.01%
300
300
$27.9K 0.01%
593
10 11
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