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
326
$20.8K 0.01%
+253
327
$20.7K 0.01%
2,599
+47
328
$20.6K 0.01%
1,150
329
$20.4K 0.01%
+1,000
330
$20.4K 0.01%
+331
331
$20.2K 0.01%
20
332
$19.5K 0.01%
95
333
$19.4K 0.01%
381
-2
334
$19.2K 0.01%
200
335
$19.1K 0.01%
134
336
$19K 0.01%
600
337
$17.7K 0.01%
179
-377
338
$17.6K 0.01%
390
339
$17.4K 0.01%
317
340
$17.2K 0.01%
425
341
$17.1K 0.01%
150
342
$17K 0.01%
225
+1
343
$16.7K 0.01%
301
344
$16.7K 0.01%
22
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345
$16.6K 0.01%
300
346
$16.5K 0.01%
+75
347
$16.5K 0.01%
219
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348
$16.3K 0.01%
23
349
$16.2K 0.01%
255
-195
350
$15.8K 0.01%
146
-5
12 13
14
15 16