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
176
$52K 0.03%
+2,776
177
$51K 0.03%
+1,200
178
$51K 0.03%
+779
179
$50K 0.03%
+100
180
$49K 0.03%
+400
181
$48K 0.03%
+450
182
$47K 0.03%
+1,025
183
$47K 0.03%
+203
184
$47K 0.03%
+1,735
185
$47K 0.03%
+1,470
186
$46K 0.03%
+2,406
187
$45K 0.03%
+556
188
$44K 0.03%
+1,215
189
$43K 0.03%
+666
190
$39K 0.02%
+500
191
$39K 0.02%
+375
192
$39K 0.02%
+258
193
$38K 0.02%
+900
194
$38K 0.02%
+381
195
$37K 0.02%
+400
196
$35K 0.02%
+3,890
197
$34K 0.02%
+633
198
$32K 0.02%
+554
199
$32K 0.02%
+181
200
$30K 0.02%
+554
6 7
8
9 10