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
351
$8K ﹤0.01%
+189
352
$8K ﹤0.01%
123
+38
353
$8K ﹤0.01%
+98
354
$7K ﹤0.01%
120
-50
355
$7K ﹤0.01%
200
356
$7K ﹤0.01%
30
-100
357
$7K ﹤0.01%
45
358
$6K ﹤0.01%
+300
359
$6K ﹤0.01%
+74
360
$6K ﹤0.01%
172
-4,380
361
$6K ﹤0.01%
+25
362
$6K ﹤0.01%
57
363
$5K ﹤0.01%
40
364
$5K ﹤0.01%
+66
365
$5K ﹤0.01%
44
366
$5K ﹤0.01%
+12
367
$5K ﹤0.01%
34
+23
368
$5K ﹤0.01%
1,000
369
$4K ﹤0.01%
125
370
$4K ﹤0.01%
+200
371
$4K ﹤0.01%
+7
372
$3K ﹤0.01%
30
373
$3K ﹤0.01%
10
374
$3K ﹤0.01%
65
+15
375
$3K ﹤0.01%
+19
13 14
15
16 17