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 | |
|---|---|---|---|---|---|---|---|
| $1.93K | 0% | 11 | – | – | |||
| $1.92K | 0% | 80 | – | – | |||
| $1.85K | 0% | 86 +1 | +1% | +$21 | |||
| $1.81K | 0% | 20 | – | – | |||
| $1.67K | 0% | 2,760 | – | – | |||
| $1.58K | 0% | 75 | – | – | |||
| $1.55K | 0% | 1,000 | – | – | |||
| $1.55K | 0% | 46 | – | – | |||
| $1.43K | 0% | 1 | – | – | |||
| $1.43K | 0% | 100 | – | – | |||
| $1.35K | 0% | 80 | – | – | |||
| $1.27K | 0% | 6 | – | – | |||
| $1.27K | 0% | 12 | – | – | |||
| $1.1K | 0% | 24 | – | – | |||
| $1K | 0% | 11 | – | – | |||
| $953 | 0% | 445 | – | – | |||
| $914 | 0% | 105 | – | – | |||
| $808 | 0% | 272 | – | – | |||
| $742 | 0% | 20 | – | – | |||
| $718 | 0% | 69 | – | – | |||
| $696 | 0% | 14 | – | – | |||
| $694 | 0% | 115 -9,790 | -99% | -$59.1K | |||
| $664 | 0% | 245 | – | – | |||
| $663 | 0% | 17 -493 | -97% | -$19.2K | |||
| $600 | 0% | 23 +3 | +15% | +$78 |
