Atticus Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$10M |
| 2 |
iShares AAA-A Rated Corporate Bond ETF
QLTA
|
+$5.8M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$3.37M |
| 4 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$1.52M |
| 5 |
iShares US Treasury Bond ETF
GOVT
|
+$1.34M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$6.61M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$3.21M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.49M |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$2.33M |
| 5 |
iShares S&P 100 ETF
OEF
|
+$1.61M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 9.1% |
| 2 | Consumer Staples | 5.4% |
| 3 | Consumer Discretionary | 4.01% |
| 4 | Financials | 3.91% |
| 5 | Communication Services | 3.91% |
Similar funds
Atticus Wealth Management's Q2 2020 Portfolio in Review
As of Q2 2020, Atticus Wealth Management held 341 positions worth $151M, up 22% from $124M the previous quarter. Its ten largest holdings account for 48% of the portfolio.
Atticus Wealth Management deployed $5.79M of net new capital in Q2 2020, opening 33 new positions and adding to 98 existing holdings. Its largest new stake was iShares AAA-A Rated Corporate Bond ETF: 102,532 shares worth $5.93M.
By sector, the portfolio is most concentrated in Technology at 9.1% of assets, up from 7.4% a quarter earlier, followed by Consumer Staples and Consumer Discretionary.
On the sell side, the largest reduction was iShares 1-5 Year Investment Grade Corporate Bond ETF, an estimated $6.61M trimmed.
- Atticus Wealth Management's largest Q2 2020 buy was iShares AAA-A Rated Corporate Bond ETF: 102,532 shares worth $5.93M.
- Atticus Wealth Management added most to State Street SPDR S&P 500 ETF Trust in Q2 2020, an estimated $10M increase.
- Atticus Wealth Management's biggest Q2 2020 reduction was iShares 1-5 Year Investment Grade Corporate Bond ETF, cutting an estimated $6.61M.
- Atticus Wealth Management fully exited Weyerhaeuser in Q2 2020, selling an estimated $201K.
- Atticus Wealth Management's ten largest holdings make up 48% of its $151M portfolio in Q2 2020.
- Atticus Wealth Management opened 33 new positions and closed 38 in Q2 2020.
- Atticus Wealth Management's portfolio value rose 22% quarter-over-quarter to $151M.
Based on Atticus Wealth Management's 13F filing for Q2 2020, filed 15 Jul 2020.