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
501
$1.43K ﹤0.01%
+11
502
$1.32K ﹤0.01%
20
503
$1.3K ﹤0.01%
12
-481
504
$1.3K ﹤0.01%
25
505
$1.23K ﹤0.01%
4
506
$1.19K ﹤0.01%
15
507
$1.18K ﹤0.01%
4
508
$1.17K ﹤0.01%
46
509
$1.16K ﹤0.01%
50
-3,032
510
$1.14K ﹤0.01%
+100
511
$1.12K ﹤0.01%
100
512
$1.07K ﹤0.01%
17
513
$1.07K ﹤0.01%
12
-28
514
$951 ﹤0.01%
29
-30
515
$936 ﹤0.01%
15
516
$935 ﹤0.01%
10
517
$909 ﹤0.01%
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-100
518
$893 ﹤0.01%
34
519
$861 ﹤0.01%
460
520
$720 ﹤0.01%
38
521
$705 ﹤0.01%
2
522
$695 ﹤0.01%
7
-143
523
$669 ﹤0.01%
6
524
$643 ﹤0.01%
13
-564
525
$631 ﹤0.01%
1
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