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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
AMP icon
426
Ameriprise Financial
AMP
$47.8B
$17.6K ﹤0.01%
+33
New +$16.3K
CTSH icon
427
Cognizant
CTSH
$26.5B
$17.5K ﹤0.01%
224
+1
+0.4% +$77
LIT icon
428
Global X Lithium & Battery Tech ETF
LIT
$1.46B
$17.3K ﹤0.01%
450
-50
-10% -$1.85K
TSHA icon
429
Taysha Gene Therapies
TSHA
$1.61B
$17.2K ﹤0.01%
7,425
– –
IJK icon
430
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.6B
$17.1K ﹤0.01%
188
– –
ESGE icon
431
iShares ESG Aware MSCI EM ETF
ESGE
$6.27B
$17K ﹤0.01%
+435
New +$15.8K
PYPL icon
432
PayPal
PYPL
$50.3B
$17K ﹤0.01%
229
– –
BABA icon
433
Alibaba
BABA
$276B
$17K ﹤0.01%
150
– –
WTFC icon
434
Wintrust Financial
WTFC
$10.7B
$17K ﹤0.01%
+137
New +$15.7K
HNDL icon
435
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$627M
$16.9K ﹤0.01%
+782
New +$16.3K
NKE icon
436
Nike
NKE
$64.1B
$16.6K ﹤0.01%
233
-20
-8% -$1.2K
DD icon
437
DuPont de Nemours
DD
$18.6B
$16.5K ﹤0.01%
+191
New +$15.9K
ECAT icon
438
BlackRock ESG Capital Allocation Term Trust
ECAT
$1.48B
$16.1K ﹤0.01%
1,000
– –
CIEN icon
439
Ciena
CIEN
$46.8B
$15.8K ﹤0.01%
194
+4
+2% +$287
JTEK icon
440
JPMorgan US Tech Leaders ETF
JTEK
$3.9B
$15.6K ﹤0.01%
+185
New +$13.6K
INFY icon
441
Infosys
INFY
$51B
$14.8K ﹤0.01%
800
– –
CLX icon
442
Clorox
CLX
$12B
$14.4K ﹤0.01%
120
-10
-8% -$1.33K
NJR icon
443
New Jersey Resources
NJR
$6B
$14.3K ﹤0.01%
320
– –
DLR icon
444
Digital Realty Trust
DLR
$69.6B
$14.2K ﹤0.01%
81
– –
HPQ icon
445
HP
HPQ
$26B
$13.9K ﹤0.01%
+570
New +$14.5K
SQQQ icon
446
ProShares UltraPro Short QQQ
SQQQ
$2.31B
$13.7K ﹤0.01%
+140
New +$20.1K
MRVL icon
447
Marvell Technology
MRVL
$147B
$13.6K ﹤0.01%
176
– –
XEL icon
448
Xcel Energy
XEL
$49.2B
$13.6K ﹤0.01%
200
-20
-9% -$1.39K
BEPC icon
449
Brookfield Renewable
BEPC
$5.86B
$13.6K ﹤0.01%
414
– –
DLTR icon
450
Dollar Tree
DLTR
$24.8B
$13.5K ﹤0.01%
136
– –
16 17
18
19 20

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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.