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
$228M
AUM Growth
-$1.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$5.47M
3
+$1.77M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.16M
5
PGX icon
Invesco Preferred ETF
PGX
+$1.16M

Top Sells

1
+$7.51M
2
+$7.28M
3
+$2.59M
4
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$1.26M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$848K

Sector Composition

1 Technology 8.93%
2 Consumer Staples 3.92%
3 Consumer Discretionary 3.46%
4 Financials 3.16%
5 Communication Services 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$16K 0.01%
42
+17
327
$15K 0.01%
1,000
328
$15K 0.01%
254
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329
$15K 0.01%
188
330
$15K 0.01%
45
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331
$15K 0.01%
+350
332
$14K 0.01%
56
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333
$13K 0.01%
201
-125
334
$13K 0.01%
116
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335
$13K 0.01%
51
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336
$12K 0.01%
+250
337
$12K 0.01%
285
-3,900
338
$11K ﹤0.01%
100
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339
$11K ﹤0.01%
171
340
$10K ﹤0.01%
51
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341
$10K ﹤0.01%
200
342
$10K ﹤0.01%
395
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343
$10K ﹤0.01%
500
344
$10K ﹤0.01%
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345
$9K ﹤0.01%
+30
346
$9K ﹤0.01%
+15
347
$9K ﹤0.01%
395
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348
$9K ﹤0.01%
154
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349
$9K ﹤0.01%
436
-2,270
350
$8K ﹤0.01%
+29
12 13
14
15 16