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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
+9.37%
1 Year Est. Return
+23.31%
3 Year Est. Return
+63.82%
5 Year Est. Return
+70.4%
10 Year Est. Return
–
AUM
$370M
AUM Growth
+$63.9M
Cap. Flow
+$36.5M
Cap. Flow %
9.84%
Top 10 Hldgs %
54.49%
Holding
696
New
187
Increased
217
Reduced
71
Closed
17

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.98M
2
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.62M
3
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.59M
4
AVGO icon
Broadcom
AVGO
+$877K
5
TPR icon
Tapestry
TPR
+$734K

Top Sells

Rank Stock Value
1
CSHI icon
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
+$1.96M
2
VDE icon
Vanguard Energy ETF
VDE
+$664K
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$411K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$371K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$357K

Sector Composition

Rank Sector Weight
1 Technology 9.13%
2 Consumer Staples 3.12%
3 Financials 2.89%
4 Consumer Discretionary 2.45%
5 Communication Services 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SNPS icon
226
Synopsys
SNPS
$71.6B
$122K 0.03%
+237
New +$110K
QYLD icon
227
Global X NASDAQ-100 Covered Call ETF
QYLD
$7.88B
$121K 0.03%
7,245
+6,165
+571% +$101K
CAT icon
228
Caterpillar
CAT
$361B
$120K 0.03%
310
+4
+1% +$1.33K
VO icon
229
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$119K 0.03%
1,700
+780
+85% +$51.2K
LRCX icon
230
Lam Research
LRCX
$316B
$118K 0.03%
1,215
+50
+4% +$3.97K
IWN icon
231
iShares Russell 2000 Value ETF
IWN
$14.3B
$112K 0.03%
713
+3
+0.4% +$447
EWJ icon
232
iShares MSCI Japan ETF
EWJ
$21.2B
$112K 0.03%
1,492
+11
+0.7% +$783
ADSK icon
233
Autodesk
ADSK
$51.8B
$111K 0.03%
+359
New +$102K
PEP icon
234
PepsiCo
PEP
$196B
$111K 0.03%
839
+13
+2% +$1.75K
SHE icon
235
State Street SPDR MSCI USA Gender Diversity ETF
SHE
$318M
$111K 0.03%
886
+3
+0.3% +$349
GWW icon
236
W.W. Grainger
GWW
$64.2B
$108K 0.03%
104
+2
+2% +$2.08K
VHT icon
237
Vanguard Health Care ETF
VHT
$18.5B
$108K 0.03%
435
+1
+0.2% +$247
SPYI icon
238
NEOS S&P 500 High Income ETF
SPYI
$10.5B
$107K 0.03%
2,124
+32
+2% +$1.54K
CION icon
239
CION Investment
CION
$297M
$101K 0.03%
10,594
– –
KMB icon
240
Kimberly-Clark
KMB
$37.6B
$101K 0.03%
781
+2
+0.3% +$271
ET icon
241
Energy Transfer Partners
ET
$69.5B
$99.2K 0.03%
5,472
+79
+1% +$1.38K
FHN icon
242
First Horizon
FHN
$12.2B
$98K 0.03%
+4,621
New +$88K
BAC icon
243
Bank of America
BAC
$429B
$97.9K 0.03%
2,069
+34
+2% +$1.43K
PM icon
244
Philip Morris
PM
$309B
$97.8K 0.03%
537
+49
+10% +$8.41K
XLI icon
245
State Street Industrial Select Sector SPDR ETF
XLI
$32.2B
$96.7K 0.03%
655
-11
-2% -$1.5K
AB icon
246
AllianceBernstein
AB
$3.47B
$95.7K 0.03%
2,345
– –
APH icon
247
Amphenol
APH
$185B
$95.4K 0.03%
966
+766
+383% +$62.6K
ELV icon
248
Elevance Health
ELV
$81.5B
$93.5K 0.03%
240
– –
IAU icon
249
iShares Gold Trust
IAU
$62.8B
$93.5K 0.03%
1,500
– –
PCEF icon
250
Invesco CEF Income Composite ETF
PCEF
$788M
$93.5K 0.03%
4,784
– –
8 9
10
11 12

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 Q2 2025 Portfolio in Review

As of Q2 2025, Atticus Wealth Management held 696 positions worth $370M, up 21% from $306M the previous quarter. Its ten largest holdings account for 54% of the portfolio.

Atticus Wealth Management deployed $36.5M of net new capital in Q2 2025, opening 187 new positions and adding to 217 existing holdings. Its largest new stake was Tapestry: 9,687 shares worth $851K.

By sector, the portfolio is most concentrated in Technology at 9.1% of assets, up from 7.5% a quarter earlier, followed by Consumer Staples and Financials.

On the sell side, the largest reduction was NEOS Enhanced Income 1-3 Month T-Bill ETF, an estimated $1.96M trimmed.

  • Atticus Wealth Management's largest Q2 2025 buy was Tapestry: 9,687 shares worth $851K.
  • Atticus Wealth Management added most to State Street SPDR S&P 500 ETF Trust in Q2 2025, an estimated $4.98M increase.
  • Atticus Wealth Management's biggest Q2 2025 reduction was NEOS Enhanced Income 1-3 Month T-Bill ETF, cutting an estimated $1.96M.
  • Atticus Wealth Management fully exited Vanguard Short-Term Corporate Bond ETF in Q2 2025, selling an estimated $84.5K.
  • Atticus Wealth Management's ten largest holdings make up 54% of its $370M portfolio in Q2 2025.
  • Atticus Wealth Management opened 187 new positions and closed 17 in Q2 2025.
  • Atticus Wealth Management's portfolio value rose 21% quarter-over-quarter to $370M.

Based on Atticus Wealth Management's 13F filing for Q2 2025, filed 10 Jul 2025.