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 | |
|---|---|---|---|---|---|---|---|
| $18.2K | 0.01% | 1,000 | – | – | |||
| $18K | 0.01% | 509 +407 | +399% | +$14.4K | |||
| $18K | 0.01% | 1,080 | – | – | |||
| $17.8K | 0.01% | 190 | – | – | |||
| $17.6K | 0.01% | 120 | – | – | |||
| $17.6K | 0.01% | 188 | – | – | |||
| $17.6K | 0.01% | 300 -600 | -67% | -$35.2K | |||
| $17.4K | 0.01% | 1,432 | – | – | |||
| $17.1K | 0.01% | 223 +1 | +0.5% | +$76 | |||
| $17.1K | 0.01% | 140 | – | – | |||
| $16.8K | 0.01% | 153 -349 | -70% | -$38.3K | |||
| $16.6K | 0.01% | 227 | – | – | |||
| $16.1K | 0.01% | 253 | – | – | |||
| $16K | 0.01% | 227 +1 | +0.4% | +$71 | |||
| $15.9K | 0.01% | 186 -5 | -3% | -$426 | |||
| $15.8K | 0.01% | 223 +2 | +0.9% | +$142 | |||
| $15.8K | 0.01% | 260 +4 | +2% | +$243 | |||
| $15.8K | 0.01% | 1,000 | – | – | |||
| $15.7K | 0.01% | 320 | – | – | |||
| $15.7K | 0.01% | 188 | – | – | |||
| $15.6K | 0.01% | 220 | – | – | |||
| $15.4K | 0.01% | 133 | – | – | |||
| $15.3K | 0.01% | 100 | – | – | |||
| $14.9K | 0% | 229 +50 | +28% | +$3.26K | |||
| $14.6K | 0% | 800 | – | – |
