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
351
$15.7K 0.01%
124
352
$15.6K 0.01%
196
353
$15.6K 0.01%
1,000
354
$15.5K 0.01%
505
+5
355
$15.1K 0.01%
192
+2
356
$15K 0.01%
750
357
$15K 0.01%
380
-4,966
358
$14.9K 0.01%
+302
359
$14.9K 0.01%
188
360
$14.8K 0.01%
400
361
$14.8K 0.01%
403
362
$14.7K 0.01%
330
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363
$14.7K 0.01%
800
364
$14.5K 0.01%
303
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365
$14.3K 0.01%
399
366
$14.2K 0.01%
230
367
$14.1K 0.01%
760
368
$14.1K 0.01%
150
369
$14K 0.01%
550
370
$14K ﹤0.01%
227
371
$13.9K ﹤0.01%
30
372
$13.6K ﹤0.01%
395
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373
$13.5K ﹤0.01%
579
-1,347
374
$13.4K ﹤0.01%
147
375
$13.1K ﹤0.01%
485
+10
13 14
15
16 17