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
301
$27.8K 0.01%
1,057
302
$27.7K 0.01%
155
-137
303
$27.6K 0.01%
900
304
$27.1K 0.01%
2,160
305
$27K 0.01%
195
306
$25.9K 0.01%
343
+27
307
$25.6K 0.01%
312
-3,624
308
$25.5K 0.01%
113
309
$25.5K 0.01%
500
310
$25.5K 0.01%
491
311
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408
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312
$25K 0.01%
355
313
$24.9K 0.01%
+1,250
314
$24.9K 0.01%
55
-30
315
$24.3K 0.01%
220
316
$22.9K 0.01%
269
+3
317
$22.9K 0.01%
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318
$22.9K 0.01%
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321
$22K 0.01%
1,299
322
$21.5K 0.01%
+500
323
$21.5K 0.01%
76
324
$21.4K 0.01%
425
-883
325
$21.3K 0.01%
160
11 12
13
14 15