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
526
$567 ﹤0.01%
+19
527
$537 ﹤0.01%
4
528
$512 ﹤0.01%
+18
529
$493 ﹤0.01%
89
530
$488 ﹤0.01%
11
-509
531
$486 ﹤0.01%
191
532
$483 ﹤0.01%
3
533
$403 ﹤0.01%
19
-21,093
534
$381 ﹤0.01%
3
535
$272 ﹤0.01%
8
536
$258 ﹤0.01%
11
537
$255 ﹤0.01%
8
538
$250 ﹤0.01%
12
539
$225 ﹤0.01%
1
540
$216 ﹤0.01%
3
541
$212 ﹤0.01%
2
542
$206 ﹤0.01%
19
-19
543
$199 ﹤0.01%
12
544
$166 ﹤0.01%
29
545
$145 ﹤0.01%
1
546
$137 ﹤0.01%
12
547
$118 ﹤0.01%
6
-2,486
548
$115 ﹤0.01%
2
549
$98 ﹤0.01%
4
-10,144
550
$86 ﹤0.01%
1
20 21
22
23 24