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 | |
|---|---|---|---|---|---|---|---|
| $24.9K | 0.01% | 195 | – | – | |||
| $24.8K | 0.01% | 220 -50 | -19% | -$5.64K | |||
| $24.1K | 0.01% | 220 | – | – | |||
| $23.6K | 0.01% | 400 | – | – | |||
| $23.2K | 0.01% | 319 -1,910 | -86% | -$139K | |||
| $23.1K | 0.01% | 100 | New | +$23.1K | |||
| $23K | 0.01% | 369 | – | – | |||
| $22.9K | 0.01% | 210 | – | – | |||
| $22.8K | 0.01% | 425 | – | – | |||
| $22.4K | 0.01% | 415 -115 | -22% | -$6.21K | |||
| $22K | 0.01% | 200 | – | – | |||
| $21.8K | 0.01% | 90 | – | – | |||
| $21.8K | 0.01% | 364 +3 | +0.8% | +$179 | |||
| $21.5K | 0.01% | 259 -303 | -54% | -$25.1K | |||
| $21.3K | 0.01% | 384 | – | – | |||
| $21.2K | 0.01% | 217 | – | – | |||
| $21.1K | 0.01% | 2,642 +50 | +2% | +$399 | |||
| $19.8K | 0.01% | 150 | – | – | |||
| $19.8K | 0.01% | 160 | – | – | |||
| $19.5K | 0.01% | 384 -59 | -13% | -$3K | |||
| $19.4K | 0.01% | 500 | – | – | |||
| $19.1K | 0.01% | 130 | – | – | |||
| $19K | 0.01% | 100 -85 | -46% | -$16.2K | |||
| $18.3K | 0.01% | 1,454 | – | – | |||
| $18.3K | 0.01% | 23 | – | – |
