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
451
$4.66K ﹤0.01%
17
452
$4.61K ﹤0.01%
245
453
$4.5K ﹤0.01%
11
454
$4.37K ﹤0.01%
16
455
$4.19K ﹤0.01%
61
456
$4.02K ﹤0.01%
70
457
$3.96K ﹤0.01%
100
458
$3.83K ﹤0.01%
+1,000
459
$3.58K ﹤0.01%
+125
460
$3.56K ﹤0.01%
+72
461
$3.52K ﹤0.01%
100
462
$3.05K ﹤0.01%
147
+1
463
$3.01K ﹤0.01%
165
+65
464
$2.94K ﹤0.01%
+300
465
$2.88K ﹤0.01%
64
466
$2.85K ﹤0.01%
+445
467
$2.81K ﹤0.01%
+445
468
$2.81K ﹤0.01%
11
469
$2.67K ﹤0.01%
225
470
$2.65K ﹤0.01%
73
471
$2.63K ﹤0.01%
34
+27
472
$2.61K ﹤0.01%
1,170
473
$2.5K ﹤0.01%
62
474
$2.36K ﹤0.01%
41
475
$2.27K ﹤0.01%
61
17 18
19
20 21