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
201
$30K 0.02%
+2,185
202
$30K 0.02%
+1,000
203
$29K 0.02%
+90
204
$29K 0.02%
+100
205
$27K 0.02%
+325
206
$27K 0.02%
+1,156
207
$26K 0.02%
+328
208
$25K 0.02%
+420
209
$25K 0.02%
+300
210
$24K 0.02%
+600
211
$24K 0.02%
+882
212
$23K 0.01%
+618
213
$23K 0.01%
+250
214
$23K 0.01%
+325
215
$22K 0.01%
+122
216
$22K 0.01%
+162
217
$22K 0.01%
+413
218
$22K 0.01%
+83
219
$22K 0.01%
+1,000
220
$21K 0.01%
+664
221
$21K 0.01%
+400
222
$18K 0.01%
+228
223
$18K 0.01%
+212
224
$18K 0.01%
+213
225
$18K 0.01%
+212
7 8
9
10 11