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
626
$0 ﹤0.01%
3
627
$0 ﹤0.01%
13
628
$0 ﹤0.01%
2
629
$0 ﹤0.01%
3
630
$0 ﹤0.01%
5
631
$0 ﹤0.01%
7
632
$0 ﹤0.01%
2
633
-878
634
$0 ﹤0.01%
7
635
$0 ﹤0.01%
4