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
$306M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
588
New
Increased
Reduced
Closed

Top Sells

1 +$6.79M
2 +$1.26M
3 +$806K
4
AAPL icon
Apple
AAPL
+$715K
5
AXP icon
American Express
AXP
+$569K

Sector Composition

1 Technology 7.09%
2 Consumer Staples 3.88%
3 Healthcare 2.24%
4 Consumer Discretionary 2.01%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$35.7K 0.01%
481
+126
277
$35.2K 0.01%
86
+1
278
$34.8K 0.01%
150
279
$34K 0.01%
247
280
$33.3K 0.01%
+583
281
$33.1K 0.01%
816
282
$32.8K 0.01%
250
283
$32.2K 0.01%
3,890
-2,255
284
$32.2K 0.01%
324
285
$30.2K 0.01%
330
286
$29.9K 0.01%
580
287
$29.3K 0.01%
113
288
$29.2K 0.01%
593
289
$28.8K 0.01%
2,160
290
$28.7K 0.01%
300
291
$28.6K 0.01%
195
292
$28.6K 0.01%
1,000
-387
293
$28.6K 0.01%
500
294
$28.5K 0.01%
900
295
$28.3K 0.01%
400
296
$27.4K 0.01%
343
297
$27.1K 0.01%
+332
298
$26.8K 0.01%
491
299
$26.1K 0.01%
160
300
$25.8K 0.01%
269