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
$157M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$9.06M
3
+$8.59M
4
KO icon
Coca-Cola
KO
+$7.14M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$5.31M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 6.44%
2 Technology 6.08%
3 Financials 5.62%
4 Real Estate 3.83%
5 Healthcare 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$17K 0.01%
+1,180
227
$17K 0.01%
+250
228
$17K 0.01%
+295
229
$16K 0.01%
+860
230
$16K 0.01%
+1,107
231
$16K 0.01%
+262
232
$15K 0.01%
+426
233
$15K 0.01%
+512
234
$15K 0.01%
+1,630
235
$15K 0.01%
+281
236
$15K 0.01%
+525
237
$15K 0.01%
+185
238
$14K 0.01%
+150
239
$14K 0.01%
+1,000
240
$14K 0.01%
+200
241
$14K 0.01%
+105
242
$13K 0.01%
+416
243
$12K 0.01%
+1,000
244
$12K 0.01%
+350
245
$12K 0.01%
+430
246
$11K 0.01%
+453
247
$11K 0.01%
+188
248
$11K 0.01%
+126
249
$11K 0.01%
+665
250
$10K 0.01%
+200
8 9
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