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
176
$93K 0.04%
+3,096
177
$93K 0.04%
2,173
-2,303
178
$93K 0.04%
1,675
179
$92K 0.04%
+195
180
$92K 0.04%
2,032
181
$91K 0.04%
1,073
-1,589
182
$91K 0.04%
+1,614
183
$90K 0.04%
+1,111
184
$90K 0.04%
668
-74
185
$86K 0.04%
594
186
$85K 0.04%
+784
187
$83K 0.04%
+860
188
$82K 0.04%
+710
189
$82K 0.04%
+727
190
$81K 0.04%
999
-208
191
$81K 0.04%
+2,480
192
$77K 0.03%
275
193
$77K 0.03%
+376
194
$76K 0.03%
3,468
195
$75K 0.03%
90
196
$75K 0.03%
+1,228
197
$72K 0.03%
+106
198
$72K 0.03%
+148
199
$71K 0.03%
655
-69,296
200
$70K 0.03%
1,801
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8
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