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
51
$689K 0.24%
21,778
-19,948
52
$677K 0.24%
2,723
-81
53
$660K 0.23%
3,992
-858
54
$657K 0.23%
2,167
-653
55
$655K 0.23%
4,226
-1,011
56
$628K 0.22%
3,817
+28
57
$627K 0.22%
3,486
-1,170
58
$619K 0.22%
4,147
-46
59
$608K 0.21%
3,749
+18
60
$587K 0.21%
15,888
-588
61
$564K 0.2%
5,050
-180
62
$551K 0.19%
923
-210
63
$548K 0.19%
16,763
64
$544K 0.19%
7,556
-362
65
$533K 0.19%
14,188
-5,997
66
$523K 0.18%
4,798
-174
67
$515K 0.18%
12,867
-5,680
68
$497K 0.18%
13,348
+3,477
69
$493K 0.17%
29,236
-4,271
70
$487K 0.17%
2,600
+100
71
$481K 0.17%
8,210
-40
72
$478K 0.17%
1,020
73
$463K 0.16%
9,510
+1,000
74
$463K 0.16%
6,370
+4,208
75
$463K 0.16%
9,350
+880
1 2
3
4 5