AWM

Atticus Wealth Management Portfolio holdings

AUM $405M
1-Year Est. Return 16.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.99%
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
+$13.5M
2
+$8.63M
3
+$8.59M
4
KO icon
Coca-Cola
KO
+$6.93M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$5.16M

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
251
$10K 0.01%
+140
252
$10K 0.01%
+234
253
$9K 0.01%
+375
254
$9K 0.01%
+82
255
$9K 0.01%
+200
256
$9K 0.01%
+152
257
$8K 0.01%
+350
258
$7K ﹤0.01%
+66
259
$5K ﹤0.01%
+170
260
$5K ﹤0.01%
+200
261
$5K ﹤0.01%
+135
262
$5K ﹤0.01%
+230
263
$5K ﹤0.01%
+203
264
$4K ﹤0.01%
+43
265
$4K ﹤0.01%
+1,000
266
$4K ﹤0.01%
+200
267
$4K ﹤0.01%
+295
268
$4K ﹤0.01%
+1,350
269
$4K ﹤0.01%
+189
270
$3K ﹤0.01%
+13
271
$3K ﹤0.01%
+64
272
$3K ﹤0.01%
+188
273
$2K ﹤0.01%
+62
274
$2K ﹤0.01%
+11
275
$2K ﹤0.01%
+18
9 10
11
12 13