AWM
Atticus Wealth Management Portfolio holdings
AUM
$370M
1-Year Return
13.35%
This Quarter Return
+6.93%
1 Year Return
+13.35%
3 Year Return
+51.11%
5 Year Return
+85.6%
10 Year Return
–
AUM
$157M
AUM Growth
–
Cap. Flow
+$157M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
42.87%
Holding
415
New
412
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$14.1M |
| 2 |
iShares S&P 100 ETF
OEF
|
$9.06M |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$8.59M |
| 4 |
Coca-Cola
KO
|
$7.14M |
| 5 |
Consumer Discretionary Select Sector SPDR Fund
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% |
