AWM

Atticus Wealth Management Portfolio holdings

AUM $370M
1-Year Est. Return 13.35%
This Quarter Est. Return
1 Year Est. Return
+13.35%
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
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.67M 1.06%
+7,623
27
$1.62M 1.04%
+28,817
28
$1.58M 1.01%
+14,724
29
$1.56M 0.99%
+17,961
30
$1.28M 0.81%
+21,080
31
$1.22M 0.78%
+4,983
32
$1.19M 0.76%
+9,412
33
$1.11M 0.71%
+16,580
34
$1.07M 0.68%
+9,545
35
$1.07M 0.68%
+7,381
36
$1.05M 0.67%
+11,360
37
$917K 0.58%
+7,354
38
$903K 0.58%
+6,192
39
$865K 0.55%
+28,093
40
$858K 0.55%
+29,082
41
$825K 0.53%
+6,604
42
$784K 0.5%
+11,240
43
$752K 0.48%
+4,880
44
$741K 0.47%
+17,680
45
$620K 0.4%
+5,141
46
$583K 0.37%
+3,103
47
$575K 0.37%
+2,801
48
$566K 0.36%
+9,216
49
$551K 0.35%
+1,876
50
$511K 0.33%
+11,380
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