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
376
$3K ﹤0.01%
178
-2,148
377
$3K ﹤0.01%
138
+16
378
$3K ﹤0.01%
+270
379
$3K ﹤0.01%
6
-85
380
$3K ﹤0.01%
40
381
$2K ﹤0.01%
45
382
$2K ﹤0.01%
6
-144
383
$2K ﹤0.01%
53
-796
384
$2K ﹤0.01%
26
+11
385
$2K ﹤0.01%
26
-4
386
$2K ﹤0.01%
40
387
$1K ﹤0.01%
+27
388
$1K ﹤0.01%
21
-3,100
389
$1K ﹤0.01%
2
390
$1K ﹤0.01%
20
391
$1K ﹤0.01%
6
392
$1K ﹤0.01%
35
393
$1K ﹤0.01%
65
-35
394
$1K ﹤0.01%
100
395
$1K ﹤0.01%
+3
396
$1K ﹤0.01%
60
-66
397
$1K ﹤0.01%
+10
398
$1K ﹤0.01%
+20
399
$1K ﹤0.01%
57
-3,596
400
$1K ﹤0.01%
+7
14 15
16
17 18