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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
BOE icon
476
BlackRock Enhanced Global Dividend Trust
BOE
$659M
$10.3K ﹤0.01%
903
– –
BUL icon
477
Pacer US Cash Cows Growth ETF
BUL
$132M
$10.2K ﹤0.01%
+208
New +$9.53K
AVK
478
Advent Convertible and Income Fund
AVK
$528M
$10.1K ﹤0.01%
837
– –
SNX icon
479
TD Synnex
SNX
$19.9B
$9.91K ﹤0.01%
+73
New +$8.57K
JQC icon
480
Nuveen Credit Strategies Income Fund
JQC
$705M
$9.7K ﹤0.01%
1,799
– –
CHD icon
481
Church & Dwight Co
CHD
$23.7B
$9.61K ﹤0.01%
100
– –
IBB icon
482
iShares Biotechnology ETF
IBB
$9.45B
$9.49K ﹤0.01%
75
– –
NXT icon
483
Nextpower Inc
NXT
$14.1B
$9.46K ﹤0.01%
174
– –
ATR icon
484
AptarGroup
ATR
$8.69B
$9.39K ﹤0.01%
60
– –
GILD icon
485
Gilead Sciences
GILD
$165B
$9.31K ﹤0.01%
+84
New +$8.94K
ANGI icon
486
Angi Inc
ANGI
$247M
$9.19K ﹤0.01%
+602
New +$8.7K
DG icon
487
Dollar General
DG
$28.4B
$8.92K ﹤0.01%
78
– –
PFE icon
488
Pfizer
PFE
$143B
$8.78K ﹤0.01%
362
+4
+1% +$93
MMT
489
Aberdeen Multi-Market Income Fund
MMT
$237M
$8.71K ﹤0.01%
1,854
– –
SBCF icon
490
Seacoast Banking Corp of Florida
SBCF
$3.3B
$8.56K ﹤0.01%
+310
New +$7.66K
CPA icon
491
Copa Holdings
CPA
$5.56B
$8.36K ﹤0.01%
+76
New +$7.5K
ATO icon
492
Atmos Energy
ATO
$29.7B
$8.32K ﹤0.01%
54
+4
+8% +$621
SCHM icon
493
Schwab US Mid-Cap ETF
SCHM
$14.2B
$8.26K ﹤0.01%
294
– –
LVS icon
494
Las Vegas Sands
LVS
$31.4B
$8.22K ﹤0.01%
189
– –
BF.B icon
495
Brown-Forman Class B
BF.B
$13.5B
$8.07K ﹤0.01%
300
-20
-6% -$642
BBWI icon
496
Bath & Body Works
BBWI
$3.97B
$8K ﹤0.01%
267
– –
JRI icon
497
Nuveen Real Asset Income & Growth Fund
JRI
$350M
$7.98K ﹤0.01%
591
– –
PPG icon
498
PPG Industries
PPG
$24.9B
$7.96K ﹤0.01%
70
-10
-13% -$1.08K
HPE icon
499
Hewlett Packard
HPE
$58.8B
$7.93K ﹤0.01%
+388
New +$6.5K
WPC icon
500
W.P. Carey
WPC
$17B
$7.74K ﹤0.01%
+124
New +$7.63K
18 19
20
21 22

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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.