AWM

Atticus Wealth Management Portfolio holdings

AUM $405M
1-Year Est. Return 16.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.99%
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
+$5.62M
3
+$1.82M
4
PGX icon
Invesco Preferred ETF
PGX
+$1.17M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.17M

Top Sells

1
+$7.52M
2
+$7.39M
3
+$2.61M
4
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$1.27M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$876K

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
451
$0 ﹤0.01%
1
-10
452
– –
-390
453
– –
-25
454
– –
-2,482
455
– –
-347
456
– –
-23
457
$0 ﹤0.01%
2
458
– –
-403
459
$0 ﹤0.01%
4
+1
460
– –
-1
461
– –
-3
462
– –
-117
463
$0 ﹤0.01%
+1
464
– –
-274
465
– –
-279
466
– –
-47
467
– –
-1
468
– –
-1,200
469
– –
-899
470
– –
-9,624
471
– –
-6
472
– –
-2,075
15 16 17 18
19