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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
HLT icon
376
Hilton Worldwide
HLT
$72.5B
– –
-6
Closed -$1.6K
HNDL icon
377
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$630M
– –
-782
Closed -$16.9K
HOMB icon
378
Home BancShares
HOMB
$6.25B
– –
-200
Closed -$5.69K
HON icon
379
Honeywell
HON
$76.7B
– –
-58
Closed -$12.8K
HPE icon
380
Hewlett Packard
HPE
$62.4B
– –
-388
Closed -$7.93K
HPQ icon
381
HP
HPQ
$24.6B
– –
-570
Closed -$13.9K
HTZ icon
382
Hertz
HTZ
$524M
– –
-1,000
Closed -$6.83K
HUM icon
383
Humana
HUM
$44B
– –
-30
Closed -$7.33K
HUT
384
Hut 8
HUT
$12.2B
– –
-270
Closed -$5.02K
HWM icon
385
Howmet Aerospace
HWM
$111B
– –
-4
Closed -$745
HYG icon
386
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
– –
-1,084
Closed -$87.4K
HZO icon
387
MarineMax
HZO
$772M
– –
-125
Closed -$3.14K
PPLI
388
People Inc
PPLI
$3.08B
– –
-1,362
Closed -$50.9K
IAU icon
389
iShares Gold Trust
IAU
$63.8B
– –
-1,500
Closed -$93.5K
IBB icon
390
iShares Biotechnology ETF
IBB
$9.52B
– –
-75
Closed -$9.49K
IBIT icon
391
iShares Bitcoin Trust
IBIT
$48.1B
– –
-175
Closed -$10.7K
ICLN icon
392
iShares Global Clean Energy ETF
ICLN
$2.33B
– –
-1,000
Closed -$13.1K
IDXX icon
393
Idexx Laboratories
IDXX
$44.1B
– –
-1
Closed -$537
IEFA icon
394
iShares Core MSCI EAFE ETF
IEFA
$192B
– –
-660
Closed -$55.1K
IEMG icon
395
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
– –
-360
Closed -$21.6K
IGM icon
396
iShares Expanded Tech Sector ETF
IGM
$10B
– –
-444
Closed -$49.9K
IGR
397
CBRE Global Real Estate Income Fund
IGR
$718M
– –
-7,340
Closed -$38.8K
IGSB icon
398
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
– –
-2,746
Closed -$145K
IJK icon
399
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.7B
– –
-188
Closed -$17.1K
IJS icon
400
iShares S&P Small-Cap 600 Value ETF
IJS
$8.12B
– –
-358
Closed -$35.6K
14 15
16
17 18

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HWMG
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AI
ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return
IMA
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CMHI
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TFP
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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.