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
126
$175K 0.06%
1,529
+1
127
$174K 0.06%
4,612
-557
128
$164K 0.06%
349
-30
129
$163K 0.06%
1,802
130
$161K 0.06%
655
131
$156K 0.06%
1,141
+181
132
$154K 0.05%
777
133
$152K 0.05%
1,961
-2,260
134
$148K 0.05%
3,589
-1,440
135
$147K 0.05%
380
+30
136
$145K 0.05%
1,882
-6,753
137
$144K 0.05%
4,635
+34
138
$142K 0.05%
13,135
139
$141K 0.05%
4,415
-19,046
140
$141K 0.05%
4,181
+146
141
$138K 0.05%
1,139
142
$136K 0.05%
848
+159
143
$135K 0.05%
683
144
$131K 0.05%
1,000
145
$130K 0.05%
749
-38
146
$130K 0.05%
518
-73
147
$128K 0.05%
508
+2
148
$127K 0.04%
275
149
$121K 0.04%
1,904
+13
150
$120K 0.04%
2,830
-156
4 5
6
7 8