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
126
$138K 0.06%
+3,932
127
$137K 0.06%
3,176
-825
128
$136K 0.06%
549
129
$134K 0.06%
+1,676
130
$132K 0.06%
1,198
+1,113
131
$132K 0.06%
15,825
132
$128K 0.06%
328
-65
133
$127K 0.06%
+402
134
$126K 0.06%
2,490
-1
135
$126K 0.06%
+328
136
$126K 0.06%
1,459
-2,535
137
$124K 0.05%
832
-39
138
$123K 0.05%
625
139
$122K 0.05%
2,282
+14
140
$122K 0.05%
+401
141
$120K 0.05%
1,046
-524
142
$117K 0.05%
2,307
+807
143
$116K 0.05%
+1,330
144
$115K 0.05%
688
+71
145
$114K 0.05%
337
+70
146
$114K 0.05%
280
-303
147
$114K 0.05%
714
148
$114K 0.05%
1,200
149
$114K 0.05%
758
150
$113K 0.05%
1,163
4 5
6
7 8