AWM
Atticus Wealth Management Portfolio holdings
AUM $306M
AUM
$306M
AUM Growth
-$15.2M (-5%)
Cap. Flow
-$4.07M
Cap. Flow % of AUM
-1.33%
Top 10 Holdings %Top 10 Hldgs %
57.89%
Holding
541
New
11
Increased
90
Reduced
111
Closed
28
Top Buys
| 1 | $7.82M | |
| 2 | $6.7M | |
| 3 | $6.03M | |
| 4 | $5.22M | |
| 5 | $3.43M |
Top Sells
| 1 | $14.2M | |
| 2 | $6.42M | |
| 3 | $5.18M | |
| 4 | $5.09M | |
| 5 | $1.21M |
Sector Composition
| 1 | Technology | 7.57% |
| 2 | Consumer Staples | 3.53% |
| 3 | Financials | 1.97% |
| 4 | Consumer Discretionary | 1.9% |
| 5 | Healthcare | 1.67% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $53.7K | 0.02% | 200 | – | – | |||
| $53.5K | 0.02% | 2,034 | – | – | |||
| $53.4K | 0.02% | 313 -100 | -24% | -$17.1K | |||
| $51.4K | 0.02% | 2,923 -940 | -24% | -$16.5K | |||
| $49.5K | 0.02% | 672 +90 | +15% | +$6.63K | |||
| $49.2K | 0.02% | 516 | – | – | |||
| $49.1K | 0.02% | 1,680 | – | – | |||
| $48.1K | 0.02% | 1,451 | – | – | |||
| $46.7K | 0.02% | 2,210 +2 | +0.1% | +$42 | |||
| $46.1K | 0.02% | 1,477 | – | – | |||
| $46.1K | 0.01% | 10 | – | – | |||
| $45.5K | 0.01% | 698 -1,025 | -59% | -$66.8K | |||
| $45.1K | 0.01% | 665 | – | – | |||
| $44.2K | 0.01% | 259 +1 | +0.4% | +$171 | |||
| $44.1K | 0.01% | 2,923 +116 | +4% | +$1.75K | |||
| $43.7K | 0.01% | 640 | – | – | |||
| $43K | 0.01% | 2,994 -7,056 | -70% | -$101K | |||
| $42.8K | 0.01% | 719 | – | – | |||
| $42.6K | 0.01% | 976 -2,585 | -73% | -$113K | |||
| $42.6K | 0.01% | 456 -247 | -35% | -$23.1K | |||
| $42.5K | 0.01% | 414 +65 | +19% | +$6.68K | |||
| $40.3K | 0.01% | 490 | – | – | |||
| $40.3K | 0.01% | 444 | – | – | |||
| $39.9K | 0.01% | 261 | – | – | |||
| $39.3K | 0.01% | 84 | – | – |
