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
426
– –
-390
427
– –
-454
428
– –
-25
429
– –
-2,482
430
– –
-347
431
– –
-23
432
$0 ﹤0.01%
2
433
– –
-117
434
$0 ﹤0.01%
+1
435
– –
-274
436
– –
-279
437
– –
-47
438
– –
-1
439
– –
-1,200
440
– –
-899
441
– –
-9,624
442
$0 ﹤0.01%
2
443
– –
-26
444
– –
-30
445
– –
-1
446
– –
-21
447
– –
-3,921
448
– –
-1,978
449
– –
-42
450
– –
-34
15 16 17
18
19