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
76
$448K 0.16%
2,638
-361
77
$441K 0.16%
3,039
-433
78
$427K 0.15%
4,130
-774
79
$423K 0.15%
2,681
-3,148
80
$419K 0.15%
3,604
-119
81
$415K 0.15%
2,440
+35
82
$409K 0.14%
937
-177
83
$401K 0.14%
4,014
84
$399K 0.14%
7,599
+843
85
$392K 0.14%
1,508
86
$373K 0.13%
2,280
+29
87
$366K 0.13%
5,086
-2,367
88
$359K 0.13%
1,312
-216
89
$351K 0.12%
6,849
-1,128
90
$344K 0.12%
838
91
$338K 0.12%
10,829
+159
92
$329K 0.12%
2,992
-565
93
$319K 0.11%
601
+83
94
$313K 0.11%
10,000
95
$310K 0.11%
876
+74
96
$306K 0.11%
8,461
97
$303K 0.11%
1,263
98
$300K 0.11%
1,232
99
$297K 0.1%
8,909
100
$297K 0.1%
25,884
-25,513
2 3
4
5 6