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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
AXTA icon
351
Axalta
AXTA
$7.45B
$35.7K 0.01%
1,201
-250
-17% -$7.78K
IJS icon
352
iShares S&P Small-Cap 600 Value ETF
IJS
$8.12B
$35.6K 0.01%
358
+2
+0.6% +$189
SYY icon
353
Sysco
SYY
$40.8B
$35.6K 0.01%
470
-20
-4% -$1.45K
CCI icon
354
Crown Castle
CCI
$34.6B
$35.3K 0.01%
344
+294
+588% +$29.8K
GARP
355
iShares MSCI USA Quality GARP ETF
GARP
$2.48B
$35.1K 0.01%
582
-58
-9% -$3.16K
SLV icon
356
iShares Silver Trust
SLV
$27.7B
$35K 0.01%
1,066
– –
DTM icon
357
DT Midstream
DTM
$13.9B
$34.8K 0.01%
317
– –
GTLS
358
DELISTED
Chart Industries
GTLS
$34.1K 0.01%
+207
New +$30.4K
QCOM icon
359
Qualcomm
QCOM
$164B
$33.9K 0.01%
213
+212
+21,200% +$31.2K
ESGD icon
360
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.7B
$33.8K 0.01%
378
+35
+10% +$2.98K
CCJ icon
361
Cameco
CCJ
$36.8B
$33.7K 0.01%
+454
New +$24.2K
OKLO
362
Oklo
OKLO
$6.41B
$33.6K 0.01%
600
– –
D icon
363
Dominion Energy
D
$62B
$33.5K 0.01%
593
– –
GPC icon
364
Genuine Parts
GPC
$17.9B
$33.4K 0.01%
275
– –
SLF icon
365
Sun Life Financial
SLF
$45.6B
$32.6K 0.01%
491
– –
AXP icon
366
American Express
AXP
$224B
$31.9K 0.01%
100
– –
OTIS icon
367
Otis Worldwide
OTIS
$27.9B
$31.9K 0.01%
322
– –
ALLY icon
368
Ally Financial
ALLY
$13.1B
$31.8K 0.01%
816
– –
CPRT icon
369
Copart
CPRT
$28.5B
$30.5K 0.01%
+622
New +$34.8K
TDG icon
370
TransDigm Group
TDG
$70.7B
$30.4K 0.01%
20
– –
USFR icon
371
WisdomTree Floating Rate Treasury Fund
USFR
$18.1B
$29.9K 0.01%
595
– –
EQIX icon
372
Equinix
EQIX
$99.4B
$29.4K 0.01%
+37
New +$31.4K
TNYA icon
373
Tenaya Therapeutics
TNYA
$160M
$29.2K 0.01%
47,804
– –
GCOW icon
374
Pacer Global Cash Cows Dividend ETF
GCOW
$3.43B
$29.2K 0.01%
+769
New +$28.3K
SHEL icon
375
Shell
SHEL
$244B
$29.1K 0.01%
+414
New +$27.8K
13 14
15
16 17

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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.