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 | |
|---|---|---|---|---|---|---|---|
| $32.4K | 0.01% | 650 | – | – | |||
| $31.8K | 0.01% | 2,964 | – | – | |||
| $31.4K | 0.01% | 320 | – | – | |||
| $30.6K | 0.01% | 317 | – | – | |||
| $30.6K | 0.01% | 704 -5,849 | -89% | -$254K | |||
| $30.1K | 0.01% | 300 | – | – | |||
| $30K | 0.01% | 517 -3,586 | -87% | -$208K | |||
| $29.9K | 0.01% | 595 -874 | -60% | -$44K | |||
| $29.8K | 0.01% | 816 | – | – | |||
| $28.9K | 0.01% | 337 +2 | +0.6% | +$172 | |||
| $28.8K | 0.01% | 550 | – | – | |||
| $28.1K | 0.01% | 491 | – | – | |||
| $28K | 0.01% | 343 -5 | -1% | -$409 | |||
| $27.7K | 0.01% | 20 | – | – | |||
| $27.3K | 0.01% | 47,804 +42 | +0.1% | +$24 | |||
| $27.1K | 0.01% | 2,160 | – | – | |||
| $27K | 0.01% | 221 -500 | -69% | -$61K | |||
| $26.9K | 0.01% | 258 | – | – | |||
| $26.9K | 0.01% | 100 | – | – | |||
| $26.9K | 0.01% | 5,204 -4,205 | -45% | -$21.7K | |||
| $26.5K | 0.01% | 76 | – | – | |||
| $26.3K | 0.01% | 50 | – | – | |||
| $25.8K | 0.01% | 220 | – | – | |||
| $25.4K | 0.01% | 1,125 +12 | +1% | +$271 | |||
| $25.2K | 0.01% | 219 +1 | +0.5% | +$115 |
