AWM
Atticus Wealth Management Portfolio holdings
AUM
$370M
1-Year Return
13.35%
This Quarter Return
+6.26%
1 Year Return
+13.35%
3 Year Return
+51.11%
5 Year Return
+85.6%
10 Year Return
–
AUM
$243M
AUM Growth
+$36.4M
(+18%)
Cap. Flow
+$39.3M
Cap. Flow
% of AUM
16.16%
Top 10 Holdings %
Top 10 Hldgs %
49.69%
Holding
662
New
61
Increased
89
Reduced
203
Closed
129
Top Buys
| 1 |
iShares Short Treasury Bond ETF
SHV
|
+$14.6M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$6.56M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
+$6.5M |
| 4 |
iShares S&P 100 ETF
OEF
|
+$6.35M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
+$3.16M |
Top Sells
| 1 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$14.2M |
| 2 |
Invesco Preferred ETF
PGX
|
+$984K |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
+$962K |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$895K |
| 5 |
Vanguard FTSE Pacific ETF
VPL
|
+$608K |
Sector Composition
| 1 | Technology | 7.21% |
| 2 | Consumer Staples | 5.14% |
| 3 | Healthcare | 3.71% |
| 4 | Financials | 2.85% |
| 5 | Consumer Discretionary | 2.7% |
