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 | |
|---|---|---|---|---|---|---|---|
| $14.6K | 0% | 22 | – | – | |||
| $14.6K | 0% | 357 +3 | +0.9% | +$122 | |||
| $14.2K | 0% | 120 | – | – | |||
| $13.7K | 0% | 220 | – | – | |||
| $13.3K | 0% | 38 | – | – | |||
| $13.1K | 0% | 200 | – | – | |||
| $13K | 0% | 127 | – | – | |||
| $13K | 0% | 600 -400 | -40% | -$8.65K | |||
| $12.2K | 0% | 270 -3,001 | -92% | -$136K | |||
| $12.2K | 0% | 1,453 -3,890 | -73% | -$32.6K | |||
| $11.6K | 0% | 81 +2 | +3% | +$285 | |||
| $11.6K | 0% | 414 | – | – | |||
| $11.5K | 0% | 190 | – | – | |||
| $11.4K | 0% | 1,000 | – | – | |||
| $11.3K | 0% | 1,299 | – | – | |||
| $11.2K | 0% | 780 | – | – | |||
| $11.2K | 0% | 334 +2 | +0.6% | +$67 | |||
| $11.1K | 0% | 40 | – | – | |||
| $11.1K | 0% | 250 | – | – | |||
| $11K | 0% | 100 | – | – | |||
| $10.9K | 0% | 250 | – | – | |||
| $10.9K | 0% | 320 -250 | -44% | -$8.49K | |||
| $10.8K | 0% | 176 | – | – | |||
| $10.7K | 0% | 35 | – | – | |||
| $10.6K | 0% | 18 | – | – |
