AWM

Atticus Wealth Management Portfolio holdings

AUM $369M
1-Year Est. Return 17.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.86%
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
+$3.41M
3
+$3.09M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.31M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.14M

Top Sells

1
+$21M
2
+$3.04M
3
+$2.21M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.25M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$720K

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
551
$69 ﹤0.01%
3
-768
552
$59 ﹤0.01%
4
-14
553
$59 ﹤0.01%
13
554
$52 ﹤0.01%
3
-962
555
$49 ﹤0.01%
1
556
$44 ﹤0.01%
+1
557
$23 ﹤0.01%
1
558
$20 ﹤0.01%
2
559
– –
0
560
– –
0
561
– –
0
562
– –
0
563
– –
-4
564
– –
-7
565
– –
-1
566
– –
-50
567
– –
-1,365
568
– –
-10
569
– –
-2,008
570
– –
-2
571
– –
-2,481
572
– –
-43
573
– –
-178
574
– –
-118
575
– –
-2
21 22
23
24 25