AWM

Atticus Wealth Management Portfolio holdings

AUM $370M
1-Year Est. Return 13.35%
This Quarter Est. Return
1 Year Est. Return
+13.35%
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
1
$62.4M 22.02%
131,286
+6,946
2
$26.3M 9.27%
526,295
+522,635
3
$17.2M 6.08%
369,782
-70,548
4
$10.4M 3.67%
159,968
+55,244
5
$10.3M 3.63%
53,444
-1,341
6
$9.03M 3.19%
82,016
-6,529
7
$8M 2.82%
35,822
+459
8
$6.56M 2.31%
118,340
+2,335
9
$6.52M 2.3%
32,487
+3,977
10
$6.47M 2.28%
109,828
11
$6.27M 2.21%
16,670
+136
12
$4.75M 1.67%
24,653
-2,293
13
$4.03M 1.42%
9,840
-841
14
$3.55M 1.25%
70,730
+22,718
15
$3.21M 1.13%
28,779
-2,280
16
$3.16M 1.12%
100,514
-2
17
$3.07M 1.08%
14,063
-2,084
18
$2.87M 1.01%
16,828
-387
19
$2.61M 0.92%
13,661
+3,219
20
$2.41M 0.85%
32,045
-17,741
21
$2.31M 0.82%
64,900
22
$2.3M 0.81%
16,451
+190
23
$2.18M 0.77%
12,205
-1,893
24
$2.11M 0.74%
3,197
+2
25
$2.09M 0.74%
13,784
+233
1
2 3 4 5