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AWM

Atticus Wealth Management Portfolio holdings

AUM $420M
1-Year Est. Return 23.31%
This Fund
S&P 500
This Quarter Est. Return
+7.72%
1 Year Est. Return
+23.31%
3 Year Est. Return
+63.82%
5 Year Est. Return
+70.4%
10 Year Est. Return
–
AUM
$396M
AUM Growth
+$25.9M
Cap. Flow
-$24.9K
Cap. Flow %
-0.01%
Top 10 Hldgs %
54.25%
Holding
681
New
2
Increased
129
Reduced
42
Closed
483

Top Buys

Rank Stock Value
1
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$3.31M
2
CSHI icon
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
+$2.1M
3
TSLA icon
Tesla
TSLA
+$1.1M
4
PLTR icon
Palantir
PLTR
+$1.05M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$904K

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.87M
2
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.33M
3
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$619K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$561K
5
OEF icon
iShares S&P 100 ETF
OEF
+$460K

Sector Composition

Rank Sector Weight
1 Technology 10.43%
2 Consumer Discretionary 3.11%
3 Financials 2.93%
4 Consumer Staples 2.69%
5 Communication Services 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CHRW icon
276
C.H. Robinson
CHRW
$20.5B
– –
-127
Closed -$12.2K
CHWY icon
277
Chewy
CHWY
$9.54B
– –
-15
Closed -$640
CI icon
278
Cigna
CI
$78.4B
– –
-214
Closed -$70.7K
CIEN icon
279
Ciena
CIEN
$46.8B
– –
-194
Closed -$15.8K
CL icon
280
Colgate-Palmolive
CL
$74.8B
– –
-488
Closed -$44.4K
CLH icon
281
Clean Harbors
CLH
$17.2B
– –
-532
Closed -$123K
CLMT icon
282
Calumet Specialty Products
CLMT
$3.7B
– –
-250
Closed -$3.94K
CLNE icon
283
Clean Energy Fuels
CLNE
$416M
– –
-1,000
Closed -$1.95K
CLX icon
284
Clorox
CLX
$12B
– –
-120
Closed -$14.4K
CMG icon
285
Chipotle Mexican Grill
CMG
$43.9B
– –
-664
Closed -$37.3K
CMS icon
286
CMS Energy
CMS
$23.3B
– –
-100
Closed -$6.93K
CNP icon
287
CenterPoint Energy
CNP
$28.3B
– –
-18
Closed -$662
COF icon
288
Capital One
COF
$128B
– –
-274
Closed -$58.3K
COR icon
289
Cencora
COR
$62B
– –
-40
Closed -$12K
COWG icon
290
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.17B
– –
-2,447
Closed -$85.9K
CPA icon
291
Copa Holdings
CPA
$5.56B
– –
-76
Closed -$8.36K
CPRT icon
292
Copart
CPRT
$28.5B
– –
-622
Closed -$30.5K
CTSH icon
293
Cognizant
CTSH
$25.2B
– –
-224
Closed -$17.5K
CTVA icon
294
Corteva
CTVA
$60.5B
– –
-2,385
Closed -$178K
CUBE icon
295
CubeSmart
CUBE
$9.61B
– –
-256
Closed -$10.9K
CWB icon
296
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.41B
– –
-756
Closed -$62.5K
D icon
297
Dominion Energy
D
$62.1B
– –
-593
Closed -$33.5K
DAR icon
298
Darling Ingredients
DAR
$9.32B
– –
-1,477
Closed -$56K
DB icon
299
Deutsche Bank
DB
$66.6B
– –
-1,500
Closed -$43.9K
DD icon
300
DuPont de Nemours
DD
$18.6B
– –
-191
Closed -$16.5K
10 11
12
13 14

Similar funds

MG
MilWealth Group Milwaukee, Wisconsin $420M AUM 12.37% 1-Year Est. Return
HWMG
Hurlow Wealth Management Group Bloomington, Indiana $420M AUM 16.85% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return
IMA
Investment Management Associates Greenwood Village, Colorado $420M AUM 11.81% 1-Year Est. Return
CMHI
CVC Management Holdings II St. Helier, Jersey $420M AUM 0.05% 1-Year Est. Return
TFP
Triune Financial Partners Overland Park, Kansas $421M AUM 22.09% 1-Year Est. Return
BRM
Boston Research & Management Manchester, Massachusetts $421M AUM 16.18% 1-Year Est. Return
SCV
Sands Capital Ventures Arlington, Virginia $421M AUM 26.25% 1-Year Est. Return

Atticus Wealth Management's Q3 2025 Portfolio in Review

As of Q3 2025, Atticus Wealth Management held 681 positions worth $396M, up 7% from $370M the previous quarter. Its ten largest holdings account for 54% of the portfolio.

Atticus Wealth Management's Q3 2025 filing shows 2 new, 129 increased, 42 reduced and 483 closed positions. Its largest new stake was Defiance Quantum ETF: 5,771 shares worth $605K. The largest sale was State Street SPDR S&P 500 ETF Trust, an estimated $4.87M.

By sector, the portfolio is most concentrated in Technology at 10% of assets, up from 9.1% a quarter earlier, followed by Consumer Discretionary and Financials.

  • Atticus Wealth Management's largest Q3 2025 buy was Defiance Quantum ETF: 5,771 shares worth $605K.
  • Atticus Wealth Management added most to Hartford Total Return Bond ETF in Q3 2025, an estimated $3.31M increase.
  • Atticus Wealth Management's biggest Q3 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $4.87M.
  • Atticus Wealth Management fully exited Trade Desk in Q3 2025, selling an estimated $321K.
  • Atticus Wealth Management's ten largest holdings make up 54% of its $396M portfolio in Q3 2025.
  • Atticus Wealth Management opened 2 new positions and closed 483 in Q3 2025.
  • Atticus Wealth Management's portfolio value rose 7% quarter-over-quarter to $396M.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.