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 | |
|---|---|---|---|---|---|---|---|
| $7.63K | 0% | 250 | – | – | |||
| $7.33K | 0% | 174 | – | – | |||
| $7.3K | 0% | 189 | – | – | |||
| $6.92K | 0% | 200 | – | – | |||
| $6.86K | 0% | 78 | – | – | |||
| $6.49K | 0% | 521 | – | – | |||
| $5.9K | 0% | 40 | – | – | |||
| $5.65K | 0% | 200 | – | – | |||
| $5.51K | 0% | 12 | – | – | |||
| $5.21K | 0% | 50 | – | – | |||
| $5.12K | 0% | 437 | – | – | |||
| $5.07K | 0% | 200 | – | – | |||
| $5.06K | 0% | 61 | – | – | |||
| $4.89K | 0% | 50 | – | – | |||
| $4.84K | 0% | 700 | – | – | |||
| $4.52K | 0% | 16 | – | – | |||
| $4.5K | 0% | 427 +3 | +0.7% | +$32 | |||
| $4.48K | 0% | 25 | – | – | |||
| $4.41K | 0% | 96 +47 | +96% | +$2.16K | |||
| $4.19K | 0% | 66 | – | – | |||
| $4.13K | 0% | 50 | – | – | |||
| $3.94K | 0% | 1,000 | – | – | |||
| $3.85K | 0% | 14 | – | – | |||
| $3.83K | 0% | 105 | – | – | |||
| $3.8K | 0% | 26 | – | – |
