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
76
$359K 0.16%
2,390
+81
77
$359K 0.16%
6,879
+5,254
78
$340K 0.15%
2,412
-15
79
$336K 0.15%
2,640
-811
80
$332K 0.15%
4,422
-3,479
81
$324K 0.14%
5,071
+500
82
$319K 0.14%
1,085
-275
83
$311K 0.14%
15,258
-3,024
84
$298K 0.13%
1,105
+16
85
$293K 0.13%
1,140
-46
86
$288K 0.13%
1,193
-439
87
$284K 0.12%
1,263
88
$280K 0.12%
2,969
-23
89
$269K 0.12%
1,051
90
$265K 0.12%
+4,352
91
$260K 0.11%
1,082
+56
92
$257K 0.11%
4,764
-10
93
$253K 0.11%
2,456
-2,013
94
$253K 0.11%
1,055
95
$245K 0.11%
1,208
96
$242K 0.11%
4,538
+112
97
$236K 0.1%
888
-200
98
$236K 0.1%
2,945
-392
99
$234K 0.1%
2,008
+1,008
100
$227K 0.1%
7,769
+4,816
2 3
4
5 6