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
201
$75.4K 0.03%
1,870
202
$75.1K 0.03%
3,761
-1,260
203
$74.2K 0.03%
522
204
$73.6K 0.03%
1,477
205
$73.2K 0.03%
1,010
206
$71.7K 0.03%
512
207
$70.4K 0.02%
2,552
+60
208
$70.3K 0.02%
852
-15
209
$70K 0.02%
635
210
$69.4K 0.02%
1,825
+387
211
$68.5K 0.02%
325
212
$67.8K 0.02%
154
213
$67.7K 0.02%
1,593
+8
214
$66.6K 0.02%
290
+79
215
$66.5K 0.02%
778
+1
216
$66.4K 0.02%
1,208
+25
217
$66.4K 0.02%
285
218
$64.5K 0.02%
135
-10
219
$63.9K 0.02%
244
220
$63.2K 0.02%
278
221
$63.1K 0.02%
530
222
$62.7K 0.02%
128
+20
223
$62.2K 0.02%
850
224
$61.3K 0.02%
1,940
225
$60.5K 0.02%
219
-83
7 8
9
10 11