AWM
Atticus Wealth Management Portfolio holdings
AUM
$370M
This Quarter Return
+9.14%
1 Year Return
+13.35%
3 Year Return
+51.11%
5 Year Return
+85.6%
10 Year Return
–
AUM
$256M
AUM Growth
+$256M
(+13%)
Cap. Flow
+$10.4M
Cap. Flow
% of AUM
4.04%
Top 10 Holdings %
Top 10 Hldgs %
46.68%
Holding
512
New
93
Increased
114
Reduced
117
Closed
57
Top Buys
Top Sells
| 1 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$10.2M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$2.8M |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$857K |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$629K |
| 5 |
Visa
V
|
$457K |
Sector Composition
| 1 | Technology | 8.73% |
| 2 | Consumer Staples | 4.18% |
| 3 | Consumer Discretionary | 3.16% |
| 4 | Financials | 2.83% |
| 5 | Healthcare | 2.82% |
