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 | |
|---|---|---|---|---|---|---|---|
| $10.6K | 0% | 50 | – | – | |||
| $10.3K | 0% | 7,425 | – | – | |||
| $10.2K | 0% | 136 | – | – | |||
| $10.1K | 0% | 134 -44 | -25% | -$3.33K | |||
| $10.1K | 0% | 457 -600 | -57% | -$13.3K | |||
| $9.8K | 0% | 903 | – | – | |||
| $9.73K | 0% | 840 | – | – | |||
| $9.68K | 0% | 1,799 | – | – | |||
| $9.65K | 0% | 837 | – | – | |||
| $9.59K | 0% | 75 | – | – | |||
| $9.07K | 0% | 358 -100 | -22% | -$2.53K | |||
| $9.01K | 0% | 120 | – | – | |||
| $8.94K | 0% | 20 | – | – | |||
| $8.9K | 0% | 60 | – | – | |||
| $8.75K | 0% | 80 | – | – | |||
| $8.63K | 0% | 139 -350 | -72% | -$21.7K | |||
| $8.62K | 0% | 1,854 | – | – | |||
| $8.27K | 0% | 90 | – | – | |||
| $8.19K | 0% | 175 | New | +$8.19K | |||
| $8.1K | 0% | 267 | – | – | |||
| $8.09K | 0% | 90 | – | – | |||
| $7.94K | 0% | 30 | – | – | |||
| $7.73K | 0% | 50 | – | – | |||
| $7.71K | 0% | 294 | – | – | |||
| $7.65K | 0% | 591 | – | – |
