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
51
$510K 0.33%
+1,707
52
$501K 0.32%
+3,595
53
$487K 0.31%
+7,280
54
$479K 0.31%
+3,740
55
$432K 0.28%
+2,413
56
$408K 0.26%
+4,642
57
$375K 0.24%
+6,254
58
$371K 0.24%
+4,276
59
$368K 0.23%
+2,692
60
$363K 0.23%
+5,039
61
$346K 0.22%
+5,781
62
$340K 0.22%
+1,448
63
$335K 0.21%
+1,694
64
$319K 0.2%
+5,010
65
$313K 0.2%
+5,814
66
$312K 0.2%
+2,957
67
$301K 0.19%
+2,287
68
$297K 0.19%
+6,242
69
$288K 0.18%
+4,965
70
$281K 0.18%
+3,170
71
$280K 0.18%
+1,055
72
$276K 0.18%
+1,442
73
$265K 0.17%
+45,080
74
$252K 0.16%
+3,919
75
$241K 0.15%
+1,995
1 2
3
4 5