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
151
$75K 0.05%
+387
152
$75K 0.05%
+1,270
153
$74K 0.05%
+1,019
154
$72K 0.05%
+7,215
155
$72K 0.05%
+2,709
156
$72K 0.05%
+3,803
157
$71K 0.05%
+335
158
$71K 0.05%
+3,540
159
$69K 0.04%
+1,130
160
$69K 0.04%
+539
161
$68K 0.04%
+1,200
162
$66K 0.04%
+696
163
$64K 0.04%
+1,201
164
$63K 0.04%
+467
165
$62K 0.04%
+505
166
$61K 0.04%
+752
167
$59K 0.04%
+657
168
$58K 0.04%
+2,000
169
$57K 0.04%
+516
170
$57K 0.04%
+275
171
$56K 0.04%
+1,000
172
$54K 0.03%
+450
173
$54K 0.03%
+418
174
$53K 0.03%
+700
175
$52K 0.03%
+237
5 6
7
8 9