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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
IYJ icon
301
iShares US Industrials ETF
IYJ
$1.95B
$58.2K 0.02%
409
-28
-6% -$3.73K
FSK icon
302
FS KKR Capital
FSK
$3.01B
$57.9K 0.02%
2,792
– –
BKNG icon
303
Booking.com
BKNG
$156B
$57.9K 0.02%
250
– –
DAR icon
304
Darling Ingredients
DAR
$9.32B
$56K 0.02%
1,477
– –
IEFA icon
305
iShares Core MSCI EAFE ETF
IEFA
$186B
$55.1K 0.01%
660
+526
+393% +$41.7K
AJAN icon
306
Innovator Equity Defined Protection ETF - 2 Yr to January 2028
AJAN
$42.4M
$54.9K 0.01%
2,034
– –
PGX icon
307
Invesco Preferred ETF
PGX
$3.79B
$54.5K 0.01%
4,896
+61
+1% +$672
SCHV
308
Schwab US Large-Cap Value ETF
SCHV
$15.6B
$54K 0.01%
+1,950
New +$51.3K
IWB icon
309
iShares Russell 1000 ETF
IWB
$47.1B
$53.7K 0.01%
+158
New +$49.6K
IVAL icon
310
Alpha Architect International Quantitative Value ETF
IVAL
$222M
$53.2K 0.01%
+1,907
New +$50.8K
FPE icon
311
First Trust Preferred Securities and Income ETF
FPE
$6.3B
$52.8K 0.01%
2,965
+42
+1% +$733
IQV icon
312
IQVIA
IQV
$40.7B
$52.5K 0.01%
+333
New +$50.1K
AEP icon
313
American Electric Power
AEP
$70.4B
$51.8K 0.01%
499
– –
DRIV icon
314
Global X Autonomous & Electric Vehicles ETF
DRIV
$361M
$51.5K 0.01%
2,210
– –
PPLI
315
People Inc
PPLI
$3.12B
$50.9K 0.01%
+1,362
New +$49.2K
FLEX icon
316
Flex
FLEX
$37.7B
$49.9K 0.01%
1,000
– –
IGM icon
317
iShares Expanded Tech Sector ETF
IGM
$9.57B
$49.9K 0.01%
444
– –
TKO icon
318
TKO Group
TKO
$14B
$47.5K 0.01%
261
– –
SCHF icon
319
Schwab International Equity ETF
SCHF
$64.9B
$46.4K 0.01%
+2,098
New +$43.7K
NVS icon
320
Novartis
NVS
$302B
$46.3K 0.01%
+383
New +$43.2K
STRL icon
321
Sterling Infrastructure
STRL
$15.2B
$46.1K 0.01%
200
-100
-33% -$17.5K
TSLL icon
322
Direxion Daily TSLA Bull 2X ETF
TSLL
$2.26B
$45.1K 0.01%
3,822
+100
+3% +$1.16K
RYLD icon
323
Global X Russell 2000 Covered Call ETF
RYLD
$1.36B
$44.9K 0.01%
3,012
+89
+3% +$1.29K
XLE icon
324
State Street Energy Select Sector SPDR ETF
XLE
$39B
$44.4K 0.01%
1,048
+136
+15% +$5.66K
CL icon
325
Colgate-Palmolive
CL
$74.8B
$44.4K 0.01%
488
+298
+157% +$27.2K
11 12
13
14 15

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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.