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
101
$220K 0.1%
750
102
$208K 0.09%
4,195
-139
103
$198K 0.09%
367
-31
104
$197K 0.09%
2,670
+1,354
105
$192K 0.08%
2,632
+105
106
$188K 0.08%
587
+27
107
$188K 0.08%
442
+309
108
$186K 0.08%
7,000
109
$178K 0.08%
1,086
-170
110
$175K 0.08%
234
+95
111
$175K 0.08%
1,325
-150
112
$173K 0.08%
4,750
+200
113
$170K 0.07%
816
114
$166K 0.07%
386
115
$166K 0.07%
3,573
+549
116
$163K 0.07%
2,768
117
$162K 0.07%
2,660
-4,450
118
$161K 0.07%
+3,933
119
$160K 0.07%
3,300
-840
120
$157K 0.07%
687
-309
121
$155K 0.07%
3,223
+1,851
122
$152K 0.07%
+1,056
123
$151K 0.07%
+2,691
124
$151K 0.07%
+475
125
$147K 0.06%
500
3 4
5
6 7