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
26
$2.11M 0.93%
26,342
-6,131
27
$1.87M 0.82%
4,649
-14
28
$1.75M 0.77%
15,629
-740
29
$1.69M 0.74%
22,882
-250
30
$1.57M 0.69%
20,037
-26
31
$1.39M 0.61%
14,252
-3,523
32
$1.32M 0.58%
22,450
33
$1.31M 0.58%
18,710
+2,180
34
$1.27M 0.56%
7,537
-854
35
$1.22M 0.53%
14,766
+2,518
36
$1.15M 0.51%
4,884
-51
37
$1.1M 0.48%
6,832
-227
38
$1.08M 0.47%
9,200
-200
39
$955K 0.42%
3,669
-810
40
$944K 0.41%
2,101
+33
41
$892K 0.39%
4,006
-380
42
$806K 0.35%
5,705
+775
43
$800K 0.35%
5,725
+109
44
$776K 0.34%
11,260
-738
45
$771K 0.34%
2,216
-209
46
$755K 0.33%
1,312
-321
47
$753K 0.33%
19,399
-66,617
48
$716K 0.31%
2,623
-24
49
$679K 0.3%
3,724
+3
50
$660K 0.29%
2,291
+185
1
2
3 4 5