AWM
Atticus Wealth Management Portfolio holdings
AUM
$370M
This Quarter Return
-15.42%
1 Year Return
+13.35%
3 Year Return
+51.11%
5 Year Return
+85.6%
10 Year Return
–
AUM
$124M
AUM Growth
+$124M
(-21%)
Cap. Flow
-$5.95M
Cap. Flow
% of AUM
-4.8%
Top 10 Holdings %
Top 10 Hldgs %
44.86%
Holding
463
New
49
Increased
82
Reduced
111
Closed
153
Top Buys
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$2.48M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.32M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$561K |
| 4 |
Apple
AAPL
|
$537K |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$459K |
Top Sells
Sector Composition
| 1 | Technology | 7.35% |
| 2 | Consumer Staples | 6.68% |
| 3 | Financials | 4.76% |
| 4 | Communication Services | 3.65% |
| 5 | Healthcare | 3.64% |
