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
376
$12.9K ﹤0.01%
50
377
$12.9K ﹤0.01%
25
378
$12.7K ﹤0.01%
85
379
$12.6K ﹤0.01%
48
380
$12.4K ﹤0.01%
99
-5
381
$12.1K ﹤0.01%
488
-7,318
382
$12K ﹤0.01%
404
-15,423
383
$12K ﹤0.01%
508
-108
384
$11.9K ﹤0.01%
414
-1,102
385
$11.9K ﹤0.01%
38
386
$11.6K ﹤0.01%
150
387
$11.5K ﹤0.01%
267
388
$11.1K ﹤0.01%
197
-254
389
$11K ﹤0.01%
133
390
$11K ﹤0.01%
214
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391
$11K ﹤0.01%
127
392
$11K ﹤0.01%
+125
393
$10.7K ﹤0.01%
255
+44
394
$10.7K ﹤0.01%
146
+97
395
$10.7K ﹤0.01%
840
396
$10.6K ﹤0.01%
176
397
$10.6K ﹤0.01%
78
398
$10.3K ﹤0.01%
77
+1
399
$10.3K ﹤0.01%
1,000
400
$10.2K ﹤0.01%
75
14 15
16
17 18