AWM

Atticus Wealth Management Portfolio holdings

AUM $396M
1-Year Est. Return 15.65%
This Quarter Est. Return
1 Year Est. Return
+15.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
-$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1 +$10.6K

Sector Composition

1 Technology 9.45%
2 Consumer Staples 5.98%
3 Healthcare 4.55%
4 Consumer Discretionary 3.46%
5 Financials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$7K ﹤0.01%
236
402
$7K ﹤0.01%
760
403
$7K ﹤0.01%
49
404
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38
405
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136
406
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18
407
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90
408
$7K ﹤0.01%
62
409
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24
410
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64
411
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78
412
$7K ﹤0.01%
32
413
$6K ﹤0.01%
103
414
$6K ﹤0.01%
85
415
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15
416
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25
417
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200
418
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114
419
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50
420
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12
421
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66
422
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96
423
$6K ﹤0.01%
133
424
$6K ﹤0.01%
189
425
$6K ﹤0.01%
73