Atticus Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 0-1 Year Treasury Bond ETF
SHV
|
+$14.6M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$6.59M |
| 3 |
iShares S&P 100 ETF
OEF
|
+$6.42M |
| 4 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$6.34M |
| 5 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$3.12M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$14.1M |
| 2 |
Invesco Preferred ETF
PGX
|
+$1.02M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
+$959K |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$889K |
| 5 |
Vanguard FTSE Pacific ETF
VPL
|
+$590K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 7.21% |
| 2 | Consumer Staples | 5.14% |
| 3 | Healthcare | 3.71% |
| 4 | Financials | 2.85% |
| 5 | Consumer Discretionary | 2.7% |
Similar funds
Atticus Wealth Management's Q4 2022 Portfolio in Review
As of Q4 2022, Atticus Wealth Management held 660 positions worth $243M, up 18% from $207M the previous quarter. Its ten largest holdings account for 50% of the portfolio.
Atticus Wealth Management deployed $39.8M of net new capital in Q4 2022, opening 61 new positions and adding to 89 existing holdings. Its largest new stake was iShares S&P 100 ETF: 37,209 shares worth $6.35M.
By sector, the portfolio is most concentrated in Technology at 7.2% of assets, down from 9.4% a quarter earlier, followed by Consumer Staples and Healthcare.
On the sell side, the largest reduction was iShares 1-5 Year Investment Grade Corporate Bond ETF, an estimated $14.1M trimmed.
- Atticus Wealth Management's largest Q4 2022 buy was iShares S&P 100 ETF: 37,209 shares worth $6.35M.
- Atticus Wealth Management added most to iShares 0-1 Year Treasury Bond ETF in Q4 2022, an estimated $14.6M increase.
- Atticus Wealth Management's biggest Q4 2022 reduction was iShares 1-5 Year Investment Grade Corporate Bond ETF, cutting an estimated $14.1M.
- Atticus Wealth Management fully exited Franklin BSP Realty Trust in Q4 2022, selling an estimated $190K.
- Atticus Wealth Management's ten largest holdings make up 50% of its $243M portfolio in Q4 2022.
- Atticus Wealth Management opened 61 new positions and closed 128 in Q4 2022.
- Atticus Wealth Management's portfolio value rose 18% quarter-over-quarter to $243M.
Based on Atticus Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.