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
476
$2.26K ﹤0.01%
62
477
$2.26K ﹤0.01%
6
478
$2.26K ﹤0.01%
7
479
$2.24K ﹤0.01%
34
-4
480
$2.21K ﹤0.01%
+96
481
$2.09K ﹤0.01%
18
482
$2.05K ﹤0.01%
4
483
$2.02K ﹤0.01%
91
-642
484
$1.98K ﹤0.01%
39
-548
485
$1.96K ﹤0.01%
24
486
$1.87K ﹤0.01%
30
487
$1.84K ﹤0.01%
38
488
$1.83K ﹤0.01%
6
489
$1.72K ﹤0.01%
80
490
$1.71K ﹤0.01%
100
491
$1.69K ﹤0.01%
7
492
$1.68K ﹤0.01%
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$1.67K ﹤0.01%
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494
$1.62K ﹤0.01%
128
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$1.58K ﹤0.01%
144
496
$1.54K ﹤0.01%
33
497
$1.54K ﹤0.01%
200
498
$1.52K ﹤0.01%
23
-77
499
$1.49K ﹤0.01%
+456
500
$1.44K ﹤0.01%
10
18 19
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