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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
XLB icon
376
State Street Materials Select Sector SPDR ETF
XLB
$8.72B
$28.8K 0.01%
656
-18
-3% -$763
SLB icon
377
SLB Ltd
SLB
$72.7B
$28.8K 0.01%
+853
New +$29.6K
ACWV icon
378
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.34B
$28.7K 0.01%
+242
New +$28.2K
SBUX icon
379
Starbucks
SBUX
$119B
$27.5K 0.01%
300
-20
-6% -$1.73K
VIGI icon
380
Vanguard International Dividend Appreciation ETF
VIGI
$9.01B
$27K 0.01%
300
+41
+16% +$3.54K
WM icon
381
Waste Management
WM
$95B
$27K 0.01%
118
-116
-50% -$26.9K
CHCO icon
382
City Holding Co
CHCO
$2.05B
$26.9K 0.01%
220
– –
SIRI icon
383
SiriusXM
SIRI
$11B
$26.1K 0.01%
1,138
+13
+1% +$280
DUK icon
384
Duke Energy
DUK
$101B
$26.1K 0.01%
221
– –
VXUS icon
385
Vanguard Total International Stock ETF
VXUS
$151B
$25.7K 0.01%
+373
New +$24.2K
TGT icon
386
Target
TGT
$66.3B
$25.5K 0.01%
258
– –
ORA icon
387
Ormat Technologies
ORA
$5.8B
$25.3K 0.01%
302
+75
+33% +$5.61K
CPAY icon
388
Corpay
CPAY
$25.7B
$25.2K 0.01%
76
– –
QVAL icon
389
Alpha Architect US Quantitative Value ETF
QVAL
$590M
$25.2K 0.01%
+572
New +$24.3K
ROST icon
390
Ross Stores
ROST
$80.8B
$24.9K 0.01%
195
– –
BUFF icon
391
Innovator Laddered Allocation Power Buffer ETF
BUFF
$905M
$24.4K 0.01%
+520
New +$23.3K
LEN icon
392
Lennar Class A
LEN
$20.4B
$24.4K 0.01%
220
+1
+0.5% +$108
LNG icon
393
Cheniere Energy
LNG
$54.2B
$24.4K 0.01%
100
– –
WHR icon
394
Whirlpool
WHR
$2.49B
$23.7K 0.01%
+234
New +$19.5K
IYF icon
395
iShares US Financials ETF
IYF
$4.65B
$23.5K 0.01%
194
-26
-12% -$2.93K
JEF icon
396
Jefferies Financial Group
JEF
$12.7B
$23.2K 0.01%
425
– –
VEA icon
397
Vanguard FTSE Developed Markets ETF
VEA
$223B
$23.2K 0.01%
407
+23
+6% +$1.23K
CBSH icon
398
Commerce Bancshares
CBSH
$8.68B
$22.9K 0.01%
387
– –
GRNY
399
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.18B
$22.7K 0.01%
1,000
– –
AIVL icon
400
WisdomTree US AI Enhanced Value Fund
AIVL
$428M
$22.6K 0.01%
200
– –
14 15
16
17 18

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