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
176
$94.6K 0.03%
2,446
-1,000
177
$94.1K 0.03%
+6,841
178
$92.3K 0.03%
1,341
-2,441
179
$90.2K 0.03%
1,150
180
$88.7K 0.03%
943
181
$86.8K 0.03%
182
182
$86.3K 0.03%
365
183
$86.2K 0.03%
1,105
-4,027
184
$86.2K 0.03%
104
185
$86.1K 0.03%
2,990
-947
186
$85.9K 0.03%
539
187
$84.2K 0.03%
571
188
$84.2K 0.03%
535
+10
189
$83.4K 0.03%
320
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190
$83.2K 0.03%
1,170
191
$82.9K 0.03%
434
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192
$80.8K 0.03%
7,109
-1,687
193
$79.9K 0.03%
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194
$79.7K 0.03%
855
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195
$79.7K 0.03%
3,990
196
$79.6K 0.03%
462
197
$79.5K 0.03%
16,194
-9,566
198
$79.2K 0.03%
454
199
$77.1K 0.03%
741
200
$76.9K 0.03%
1,154
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