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
151
$113K 0.05%
872
-274
152
$111K 0.05%
1,962
-22,250
153
$110K 0.05%
419
+319
154
$109K 0.05%
1,784
-64
155
$108K 0.05%
555
+45
156
$107K 0.05%
+161
157
$107K 0.05%
+1,032
158
$107K 0.05%
554
+3
159
$106K 0.05%
922
160
$106K 0.05%
+1,596
161
$106K 0.05%
760
162
$106K 0.05%
+397
163
$105K 0.05%
15,714
-5,390
164
$104K 0.05%
603
165
$103K 0.05%
1,043
166
$102K 0.04%
1,415
167
$99K 0.04%
+483
168
$99K 0.04%
266
+1
169
$98K 0.04%
+1,329
170
$98K 0.04%
447
-404
171
$98K 0.04%
+1,790
172
$97K 0.04%
2,100
173
$96K 0.04%
795
-75
174
$96K 0.04%
1,130
175
$96K 0.04%
+331
5 6
7
8 9