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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
HAL icon
526
Halliburton
HAL
$26.1B
$4.69K ﹤0.01%
230
+30
+15% +$629
NXST icon
527
Nexstar Media Group
NXST
$6.04B
$4.32K ﹤0.01%
25
– –
VTI icon
528
Vanguard Total Stock Market ETF
VTI
$651B
$4.26K ﹤0.01%
14
– –
AWK icon
529
American Water Works
AWK
$26.9B
$4.17K ﹤0.01%
30
-10
-25% -$1.43K
NVDX icon
530
T-Rex 2X Long NVIDIA Daily Target ETF
NVDX
$400M
$4.13K ﹤0.01%
+283
New +$2.75K
ABNB icon
531
Airbnb
ABNB
$91.3B
$4.1K ﹤0.01%
31
– –
AVDE icon
532
Avantis International Equity ETF
AVDE
$17.7B
$4.07K ﹤0.01%
+55
New +$3.85K
FLJP icon
533
Franklin FTSE Japan ETF
FLJP
$3.87B
$4.02K ﹤0.01%
+125
New +$3.81K
SPDW icon
534
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.3B
$4.01K ﹤0.01%
+99
New +$3.79K
CLMT icon
535
Calumet Specialty Products
CLMT
$3.71B
$3.94K ﹤0.01%
250
– –
QUBT icon
536
Quantum Computing Inc
QUBT
$1.67B
$3.76K ﹤0.01%
+196
New +$2.16K
DXCM icon
537
DexCom
DXCM
$29.2B
$3.75K ﹤0.01%
+43
New +$3.37K
APA icon
538
APA Corp
APA
$12.8B
$3.75K ﹤0.01%
+205
New +$3.56K
RAL
539
Ralliant Corp
RAL
$7.64B
$3.64K ﹤0.01%
+75
New +$3.69K
WY icon
540
Weyerhaeuser
WY
$17.6B
$3.42K ﹤0.01%
+133
New +$3.48K
PGNY icon
541
Progyny
PGNY
$2.45B
$3.39K ﹤0.01%
154
– –
IVE icon
542
iShares S&P 500 Value ETF
IVE
$49.4B
$3.32K ﹤0.01%
17
– –
ALGN icon
543
Align Technology
ALGN
$12.8B
$3.22K ﹤0.01%
17
– –
RAVE icon
544
RAVE Restaurant Group
RAVE
$42.9M
$3.22K ﹤0.01%
1,170
– –
DY icon
545
Dycom Industries
DY
$11.4B
$3.18K ﹤0.01%
+13
New +$2.56K
MGA icon
546
Magna International
MGA
$18.9B
$3.17K ﹤0.01%
+82
New +$2.9K
MRP
547
Millrose Properties Inc
MRP
$4.69B
$3.17K ﹤0.01%
111
– –
HZO icon
548
MarineMax
HZO
$755M
$3.14K ﹤0.01%
125
– –
PLD icon
549
Prologis
PLD
$136B
$3.05K ﹤0.01%
29
+9
+45% +$944
ETSY icon
550
Etsy
ETSY
$8.11B
$3.01K ﹤0.01%
60
– –
20 21
22
23 24

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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
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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.