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
401
$10.2K ﹤0.01%
250
402
$10.2K ﹤0.01%
345
403
$10.1K ﹤0.01%
94
404
$9.91K ﹤0.01%
200
405
$9.81K ﹤0.01%
18
406
$9.7K ﹤0.01%
278
407
$9.5K ﹤0.01%
436
408
$9.46K ﹤0.01%
1,361
409
$9.46K ﹤0.01%
100
410
$9.38K ﹤0.01%
400
411
$9.36K ﹤0.01%
324
-250
412
$9.31K ﹤0.01%
+211
413
$9.3K ﹤0.01%
189
414
$9.24K ﹤0.01%
45
415
$9.06K ﹤0.01%
94
-63
416
$9.04K ﹤0.01%
473
417
$8.67K ﹤0.01%
159
+1
418
$8.66K ﹤0.01%
298
-1,024
419
$8.5K ﹤0.01%
250
420
$8.16K ﹤0.01%
66
421
$8.07K ﹤0.01%
98
422
$7.87K ﹤0.01%
83
-12
423
$7.81K ﹤0.01%
1,425
424
$7.73K ﹤0.01%
19
425
$7.57K ﹤0.01%
80
15 16
17
18 19