AWM
Atticus Wealth Management Portfolio holdings
AUM
$370M
1-Year Return
13.35%
This Quarter Return
-12.61%
1 Year Return
+13.35%
3 Year Return
+51.11%
5 Year Return
+85.6%
10 Year Return
–
AUM
$241M
AUM Growth
-$33.1M
(-12%)
Cap. Flow
+$4.91M
Cap. Flow
% of AUM
2.04%
Top 10 Holdings %
Top 10 Hldgs %
45.03%
Holding
663
New
57
Increased
189
Reduced
114
Closed
27
Top Buys
| 1 |
iShares Short Treasury Bond ETF
SHV
|
+$11.8M |
| 2 |
First Trust Preferred Securities and Income ETF
FPE
|
+$3.04M |
| 3 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$2.26M |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$2.22M |
| 5 |
Vanguard FTSE Pacific ETF
VPL
|
+$1.26M |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$10M |
| 2 |
Invesco Preferred ETF
PGX
|
+$1.94M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$1.46M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$1.22M |
| 5 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$961K |
Sector Composition
| 1 | Technology | 8.12% |
| 2 | Consumer Staples | 5.14% |
| 3 | Healthcare | 3.91% |
| 4 | Consumer Discretionary | 2.98% |
| 5 | Financials | 2.81% |
