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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
UMAR icon
276
Innovator US Equity Ultra Buffer ETF March
UMAR
$192M
$73K 0.02%
1,940
– –
ZOCT
277
Innovator Equity Defined Protection ETF - 1 Yr October
ZOCT
$104M
$72.7K 0.02%
2,795
– –
SYK icon
278
Stryker
SYK
$135B
$72K 0.02%
182
+2
+1% +$748
MDLZ icon
279
Mondelez International
MDLZ
$82.9B
$70.8K 0.02%
1,050
+385
+58% +$25.7K
CI icon
280
Cigna
CI
$78.4B
$70.7K 0.02%
+214
New +$69K
SO icon
281
Southern Company
SO
$108B
$68.9K 0.02%
750
– –
STE icon
282
Steris
STE
$22.9B
$68.5K 0.02%
+285
New +$66.4K
VDE icon
283
Vanguard Energy ETF
VDE
$9.9B
$67.4K 0.02%
566
-5,707
-91% -$664K
PCAR icon
284
PACCAR
PCAR
$70.5B
$66.4K 0.02%
698
+9
+1% +$831
BA icon
285
Boeing
BA
$169B
$65.6K 0.02%
313
– –
NVO
286
Novo Nordisk
NVO
$228B
$65.3K 0.02%
946
– –
INTC icon
287
Intel
INTC
$413B
$64.8K 0.02%
2,891
+2,751
+1,965% +$57K
STLD icon
288
Steel Dynamics
STLD
$36.2B
$64K 0.02%
500
– –
CBRE icon
289
CBRE Group
CBRE
$43.3B
$63.8K 0.02%
455
– –
VRTX icon
290
Vertex Pharmaceuticals
VRTX
$123B
$63.7K 0.02%
143
+3
+2% +$1.38K
FIS icon
291
Fidelity National Information Services
FIS
$24.2B
$63.6K 0.02%
+781
New +$60.8K
JKHY icon
292
Jack Henry & Associates
JKHY
$11.4B
$63.1K 0.02%
350
– –
CWB icon
293
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.41B
$62.5K 0.02%
756
+4
+0.5% +$314
SAP icon
294
SAP
SAP
$215B
$60.8K 0.02%
200
– –
TTEK icon
295
Tetra Tech
TTEK
$8.77B
$60.4K 0.02%
1,680
– –
ITW icon
296
Illinois Tool Works
ITW
$84.1B
$59.3K 0.02%
240
– –
OGE icon
297
OGE Energy
OGE
$9.87B
$59.1K 0.02%
1,332
– –
ESML icon
298
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.79B
$59K 0.02%
1,428
+20
+1% +$774
SPHD icon
299
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.41B
$58.4K 0.02%
1,228
+11
+0.9% +$520
COF icon
300
Capital One
COF
$128B
$58.3K 0.02%
+274
New +$51.1K
10 11
12
13 14

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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
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.