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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
DB icon
326
Deutsche Bank
DB
$66.6B
$43.9K 0.01%
1,500
– –
DE icon
327
Deere & Co
DE
$165B
$43.8K 0.01%
86
+2
+2% +$979
MTSI icon
328
MACOM Technology Solutions
MTSI
$17.4B
$43K 0.01%
300
– –
ILCG icon
329
iShares Morningstar Growth ETF
ILCG
$3B
$42.9K 0.01%
442
– –
VOX icon
330
Vanguard Communication Services ETF
VOX
$5.68B
$42.8K 0.01%
250
– –
IVOO icon
331
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.68B
$42.6K 0.01%
+405
New +$40.3K
INQQ icon
332
India Internet & Ecommerce ETF
INQQ
$44.6M
$41.8K 0.01%
2,520
-474
-16% -$7.35K
UBER icon
333
Uber
UBER
$145B
$41.6K 0.01%
446
+127
+40% +$10.5K
AXON
334
Axon Enterprise
AXON
$42.8B
$41.4K 0.01%
50
– –
FHLC icon
335
Fidelity MSCI Health Care Index ETF
FHLC
$3.35B
$40.9K 0.01%
640
– –
NVT icon
336
nVent Electric
NVT
$21.6B
$40.3K 0.01%
550
– –
AMLP icon
337
Alerian MLP ETF
AMLP
$12.9B
$39.2K 0.01%
802
+45
+6% +$2.18K
MCO icon
338
Moody's
MCO
$83.7B
$39.1K 0.01%
78
+3
+4% +$1.39K
EPI icon
339
WisdomTree India Earnings Fund ETF
EPI
$2.04B
$39.1K 0.01%
824
-152
-16% -$6.9K
IGR
340
CBRE Global Real Estate Income Fund
IGR
$719M
$38.8K 0.01%
7,340
+2,136
+41% +$10.7K
RSG icon
341
Republic Services
RSG
$67.4B
$38.7K 0.01%
+157
New +$38.8K
IWR icon
342
iShares Russell Mid-Cap ETF
IWR
$55.9B
$38.2K 0.01%
415
+229
+123% +$19.8K
PFF icon
343
iShares Preferred and Income Securities ETF
PFF
$13.1B
$38K 0.01%
1,237
-2,615
-68% -$78.7K
VB icon
344
Vanguard Morningstar Small-Cap ETF
VB
$78.9B
$37.6K 0.01%
159
– –
CMG icon
345
Chipotle Mexican Grill
CMG
$43.9B
$37.3K 0.01%
664
+14
+2% +$712
MKC icon
346
McCormick & Company Non-Voting
MKC
$14B
$37.2K 0.01%
490
– –
ADC icon
347
Agree Realty
ADC
$9.66B
$36.5K 0.01%
500
– –
RUSHA icon
348
Rush Enterprises Class A
RUSHA
$6.34B
$36.1K 0.01%
700
– –
TTD icon
349
CALL
Trade Desk
TTD
$8.97B
– –
0
– –
XLP icon
350
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$35.8K 0.01%
442
-588
-57% -$47.7K
12 13
14
15 16

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.