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
201
$70K 0.03%
385
-535
202
$68K 0.03%
+208
203
$68K 0.03%
913
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204
$67K 0.03%
100
205
$66K 0.03%
438
206
$66K 0.03%
1,998
207
$65K 0.03%
604
208
$64K 0.03%
1,120
-60
209
$63K 0.03%
231
210
$62K 0.03%
+83
211
$62K 0.03%
+268
212
$61K 0.03%
422
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213
$61K 0.03%
1,200
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214
$61K 0.03%
1,154
215
$60K 0.03%
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216
$59K 0.03%
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217
$59K 0.03%
1,750
218
$58K 0.03%
237
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219
$58K 0.03%
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220
$57K 0.03%
203
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221
$57K 0.03%
1,371
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222
$56K 0.02%
711
223
$56K 0.02%
516
224
$55K 0.02%
136
+46
225
$53K 0.02%
707
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