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 | |
|---|---|---|---|---|---|---|---|
| $3.74K | 0% | 100 | – | – | |||
| $3.73K | 0% | 245 -250 | -51% | -$3.81K | |||
| $3.73K | 0% | 240 | – | – | |||
| $3.7K | 0% | 31 | – | – | |||
| $3.49K | 0% | 13 | – | – | |||
| $3.44K | 0% | 154 | – | – | |||
| $3.28K | 0% | 80 | – | – | |||
| $3.24K | 0% | 17 | – | – | |||
| $3.22K | 0% | 1,170 | – | – | |||
| $3.2K | 0% | 30 | – | – | |||
| $3.18K | 0% | 140 | – | – | |||
| $3.17K | 0% | 250 | – | – | |||
| $3.14K | 0% | 270 | – | – | |||
| $2.94K | 0% | 111 | New | +$2.94K | |||
| $2.83K | 0% | 60 | – | – | |||
| $2.7K | 0% | 17 | – | – | |||
| $2.69K | 0% | 125 | – | – | |||
| $2.24K | 0% | 20 | – | – | |||
| $2.21K | 0% | 29 | – | – | |||
| $2.14K | 0% | 41 | – | – | |||
| $2.08K | 0% | 276 | – | – | |||
| $2.08K | 0% | 85 | – | – | |||
| $2.02K | 0% | 56 | – | – | |||
| $2K | 0% | 413 | – | – | |||
| $1.94K | 0% | 62 | – | – |
