AWM
Atticus Wealth Management Portfolio holdings
AUM
$370M
1-Year Return
13.35%
This Quarter Return
+6.78%
1 Year Return
+13.35%
3 Year Return
+51.11%
5 Year Return
+85.6%
10 Year Return
–
AUM
$230M
AUM Growth
+$19.8M
(+9.4%)
Cap. Flow
+$6.4M
Cap. Flow
% of AUM
2.78%
Top 10 Holdings %
Top 10 Hldgs %
44.11%
Holding
402
New
51
Increased
111
Reduced
93
Closed
14
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$835K |
| 2 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$696K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$666K |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$612K |
| 5 |
iShares Russell 2000 ETF
IWM
|
$609K |
Top Sells
| 1 |
iShares AAA-A Rated Corporate Bond ETF
QLTA
|
$531K |
| 2 |
Trade Desk
TTD
|
$307K |
| 3 |
Invesco QQQ Trust
QQQ
|
$287K |
| 4 |
Vertex Pharmaceuticals
VRTX
|
$278K |
| 5 |
Microsoft
MSFT
|
$242K |
Sector Composition
| 1 | Technology | 8.82% |
| 2 | Consumer Staples | 4.08% |
| 3 | Consumer Discretionary | 3.82% |
| 4 | Communication Services | 3.32% |
| 5 | Financials | 3.2% |
