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
$228M
AUM Growth
-$1.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$5.47M
3
+$1.77M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.16M
5
PGX icon
Invesco Preferred ETF
PGX
+$1.16M

Top Sells

1
+$7.51M
2
+$7.28M
3
+$2.59M
4
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$1.26M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$848K

Sector Composition

1 Technology 8.93%
2 Consumer Staples 3.92%
3 Consumer Discretionary 3.46%
4 Financials 3.16%
5 Communication Services 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$619K 0.27%
11,300
+500
52
$579K 0.25%
5,116
-178
53
$569K 0.25%
2,098
-148
54
$554K 0.24%
4,160
+40
55
$538K 0.24%
1,585
-80
56
$536K 0.24%
6,139
-237
57
$516K 0.23%
902
+123
58
$512K 0.22%
9,427
-1,349
59
$511K 0.22%
8,755
60
$506K 0.22%
1,406
-21
61
$469K 0.21%
5,938
-1,801
62
$459K 0.2%
6,955
+3,332
63
$454K 0.2%
1,758
-261
64
$434K 0.19%
1,878
-66
65
$432K 0.19%
5,933
66
$425K 0.19%
3,299
+186
67
$404K 0.18%
2,389
68
$398K 0.17%
4,447
+2,984
69
$396K 0.17%
3,668
+8
70
$394K 0.17%
19,040
-10,600
71
$386K 0.17%
3,266
-696
72
$384K 0.17%
2,345
-10
73
$383K 0.17%
2,743
74
$381K 0.17%
3,755
75
$373K 0.16%
2,803
-54,672
1 2
3
4 5