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
376
$1K ﹤0.01%
+29
377
$1K ﹤0.01%
+11
378
$1K ﹤0.01%
+48
379
$1K ﹤0.01%
+14
380
$0 ﹤0.01%
+2
381
$0 ﹤0.01%
+2
382
$0 ﹤0.01%
+23
383
$0 ﹤0.01%
+9
384
$0 ﹤0.01%
+9
385
$0 ﹤0.01%
+9
386
$0 ﹤0.01%
+6
387
$0 ﹤0.01%
+3
388
$0 ﹤0.01%
+3
389
$0 ﹤0.01%
+1
390
$0 ﹤0.01%
+11
391
$0 ﹤0.01%
+4
392
$0 ﹤0.01%
+17
393
$0 ﹤0.01%
+12
394
$0 ﹤0.01%
+9
395
$0 ﹤0.01%
+29
396
$0 ﹤0.01%
+1
397
$0 ﹤0.01%
+3
398
$0 ﹤0.01%
+1
399
– –
0
400
$0 ﹤0.01%
+16
13 14 15
16
17