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
26
$1.98M 0.7%
57,355
+18,308
27
$1.94M 0.69%
4,018
-347
28
$1.76M 0.62%
12,928
-5,215
29
$1.68M 0.59%
47,728
+16,978
30
$1.41M 0.5%
+25,421
31
$1.3M 0.46%
32,207
+6,289
32
$1.29M 0.45%
8,200
-66
33
$1.22M 0.43%
3,535
-436
34
$1.15M 0.4%
10,987
-1,382
35
$1.14M 0.4%
34,100
+8,127
36
$1.13M 0.4%
18,576
-2,075
37
$1.12M 0.4%
8,963
+41
38
$1.02M 0.36%
13,646
+545
39
$1.02M 0.36%
6,953
+379
40
$995K 0.35%
1,707
-135
41
$992K 0.35%
3,810
+17
42
$975K 0.34%
19,402
-417,494
43
$962K 0.34%
3,243
+183
44
$948K 0.33%
26,190
-160
45
$882K 0.31%
7,520
-744
46
$855K 0.3%
5,718
-180
47
$815K 0.29%
24,967
48
$759K 0.27%
5,157
+2,765
49
$753K 0.27%
5,344
+82
50
$730K 0.26%
1,711
+21
1
2
3 4 5