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
101
$279K 0.1%
3,000
102
$276K 0.1%
11,195
103
$273K 0.1%
777
104
$269K 0.09%
2,552
+337
105
$266K 0.09%
4,352
106
$265K 0.09%
424
+3
107
$261K 0.09%
1,243
108
$260K 0.09%
2,479
109
$259K 0.09%
1,760
+660
110
$252K 0.09%
1,148
-44
111
$250K 0.09%
2,379
+11
112
$242K 0.09%
4,213
-42,154
113
$242K 0.09%
2,646
+791
114
$233K 0.08%
4,539
+1,334
115
$230K 0.08%
995
-150
116
$228K 0.08%
735
+5
117
$225K 0.08%
69,324
-10,713
118
$223K 0.08%
18,300
119
$221K 0.08%
2,862
-1,150
120
$211K 0.07%
946
121
$205K 0.07%
949
-138
122
$202K 0.07%
1,062
-224
123
$185K 0.07%
351
-32
124
$183K 0.06%
10,904
-425
125
$180K 0.06%
3,094
+11
3 4
5
6 7