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AWM

Atticus Wealth Management Portfolio holdings

AUM $369M
1-Year Est. Return 17.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.86%
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
301
$1K ﹤0.01%
+10
302
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305
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307
$1K ﹤0.01%
+153
308
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+10
309
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310
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311
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312
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314
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+7
315
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$1K ﹤0.01%
+5
321
$1K ﹤0.01%
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322
$1K ﹤0.01%
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323
$1K ﹤0.01%
+18
324
$1K ﹤0.01%
+11
325
$1K ﹤0.01%
+48
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