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
426
$7.47K ﹤0.01%
500
427
$7.47K ﹤0.01%
297
-240
428
$7.2K ﹤0.01%
32
429
$7.07K ﹤0.01%
105
-102
430
$7.04K ﹤0.01%
112
-6,401
431
$7K ﹤0.01%
1
432
$6.97K ﹤0.01%
120
433
$6.77K ﹤0.01%
123
-152
434
$6.57K ﹤0.01%
+168
435
$6.5K ﹤0.01%
224
-6,402
436
$6.38K ﹤0.01%
103
437
$6.15K ﹤0.01%
200
438
$6.02K ﹤0.01%
25
439
$5.86K ﹤0.01%
37
440
$5.79K ﹤0.01%
50
441
$5.76K ﹤0.01%
50
442
$5.43K ﹤0.01%
50
443
$5.28K ﹤0.01%
40
444
$5.27K ﹤0.01%
65
445
$5.17K ﹤0.01%
26
446
$5.15K ﹤0.01%
50
447
$5.07K ﹤0.01%
200
448
$4.95K ﹤0.01%
12
449
$4.86K ﹤0.01%
125
450
$4.71K ﹤0.01%
11
16 17
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19 20