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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
NSC icon
251
Norfolk Southern
NSC
$75.4B
$93.4K 0.03%
365
– –
GBTC icon
252
Grayscale Bitcoin Trust
GBTC
$9.54B
$93.1K 0.03%
1,098
+400
+57% +$31.1K
QQQM icon
253
Invesco NASDAQ 100 ETF
QQQM
$93B
$91.1K 0.02%
+401
New +$82.1K
ADP icon
254
Automatic Data Processing
ADP
$109B
$90.4K 0.02%
293
– –
NOBL icon
255
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$89.5K 0.02%
1,778
+10
+0.6% +$494
FSLR icon
256
First Solar
FSLR
$21.4B
$88.4K 0.02%
534
– –
WFC icon
257
Wells Fargo
WFC
$254B
$87.7K 0.02%
1,094
+44
+4% +$3.17K
VDC icon
258
Vanguard Consumer Staples ETF
VDC
$8.16B
$87.6K 0.02%
400
– –
HYG icon
259
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$87.4K 0.02%
1,084
-1,078
-50% -$84.9K
MO icon
260
Altria Group
MO
$125B
$86.5K 0.02%
1,475
+500
+51% +$29.4K
COWG icon
261
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.17B
$85.9K 0.02%
+2,447
New +$80.3K
AMT icon
262
American Tower
AMT
$83.5B
$85.9K 0.02%
389
– –
ZTS icon
263
Zoetis
ZTS
$32.7B
$85.5K 0.02%
548
– –
BIL icon
264
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.1B
$84.4K 0.02%
920
-1,128
-55% -$103K
USO icon
265
United States Oil Fund
USO
$2.15B
$84.4K 0.02%
1,154
– –
DTE icon
266
DTE Energy
DTE
$29.9B
$84.1K 0.02%
635
– –
AFL icon
267
Aflac
AFL
$65.5B
$83.3K 0.02%
790
– –
TMO icon
268
Thermo Fisher Scientific
TMO
$214B
$83.3K 0.02%
205
+130
+173% +$54.4K
FDS icon
269
Factset
FDS
$10B
$80.5K 0.02%
180
– –
IJT icon
270
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.13B
$78K 0.02%
586
+1
+0.2% +$125
VOT icon
271
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$18.9B
$77.3K 0.02%
272
– –
FDUS icon
272
Fidus Investment
FDUS
$759M
$77.1K 0.02%
+3,816
New +$74.5K
PAYX icon
273
Paychex
PAYX
$43.4B
$75.6K 0.02%
520
– –
HASI icon
274
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.81B
$74.9K 0.02%
2,790
+48
+2% +$1.24K
TMUS icon
275
T-Mobile US
TMUS
$195B
$73.1K 0.02%
307
+167
+119% +$40.8K
9 10
11
12 13

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MilWealth Group Milwaukee, Wisconsin $420M AUM 12.37% 1-Year Est. Return
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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.