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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
(+21%)
Cap. Flow
+$36.5M
Cap. Flow
% of AUM
9.84%
Top 10 Holdings %
Top 10 Hldgs %
54.49%
Holding
696
New
187
Increased
217
Reduced
71
Closed
17
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$4.98M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
+$2.62M |
| 3 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
+$1.59M |
| 4 |
Broadcom
AVGO
|
+$877K |
| 5 |
Tapestry
TPR
|
+$734K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
|
+$1.96M |
| 2 |
Vanguard Energy ETF
VDE
|
+$664K |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$411K |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$371K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
551
Ball Corp
BALL
$17.5B
| $2.92K | ﹤0.01% |
52
+11
| +27% | +$575 |
|
552
Polaris
PII
$3.82B
| $2.85K | ﹤0.01% |
70
-10
| -13% | -$377 |
|
553
MP Materials
MP
$6.93B
| $2.83K | ﹤0.01% |
85
| – | – |
|
554
Avantis Emerging Markets Equity ETF
AVEM
$24.4B
| $2.67K | ﹤0.01% |
+39
| New | +$2.46K |
|
555
Estee Lauder
EL
$30.8B
| $2.67K | ﹤0.01% |
+33
| New | +$2.12K |
|
556
Snap
SNAP
$8.02B
| $2.6K | ﹤0.01% |
299
-1,000
| -77% | -$8.3K |
|
557
VF Corp
VFC
$5.88B
| $2.58K | ﹤0.01% |
220
-20
| -8% | -$248 |
|
558
MongoDB
MDB
$26.1B
| $2.52K | ﹤0.01% |
12
+1
| +9% | +$185 |
|
|
ETHE
559
Grayscale Ethereum Staking ETF Shares
ETHE
$1.54B
| $2.5K | ﹤0.01% |
120
-125
| -51% | -$2.28K |
|
560
EOG Resources
EOG
$77B
| $2.27K | ﹤0.01% |
+19
| New | +$2.17K |
|
561
Micron Technology
MU
$876B
| $2.22K | ﹤0.01% |
+18
| New | +$1.68K |
|
|
ONT
562
Onterris Inc
ONT
$733M
| $2.19K | ﹤0.01% |
100
| – | – |
|
563
QuantumScape Corp
QS
$3.11B
| $2.09K | ﹤0.01% |
+311
| New | +$1.31K |
|
564
GE Aerospace
GE
$365B
| $2.06K | ﹤0.01% |
+8
| New | +$1.75K |
|
565
Dutch Bros
BROS
$8.94B
| $2.05K | ﹤0.01% |
+30
| New | +$1.96K |
|
566
Invesco Aerospace & Defense ETF
PPA
$8.1B
| $1.98K | ﹤0.01% |
+14
| New | +$1.77K |
|
567
Clean Energy Fuels
CLNE
$418M
| $1.95K | ﹤0.01% |
1,000
| – | – |
|
568
Match Group
MTCH
$9.3B
| $1.92K | ﹤0.01% |
62
| – | – |
|
569
TC Energy
TRP
$70.3B
| $1.9K | ﹤0.01% |
+39
| New | +$1.91K |
|
570
C3.ai
AI
$1.39B
| $1.84K | ﹤0.01% |
75
| – | – |
|
571
Schwab US REIT ETF
SCHH
$11.7B
| $1.83K | ﹤0.01% |
87
+1
| +1% | +$21 |
|
572
First Trust RBA American Industrial Renaissance ETF
AIRR
$9.56B
| $1.79K | ﹤0.01% |
+22
| New | +$1.62K |
|
573
MSCI
MSCI
$42.5B
| $1.73K | ﹤0.01% |
+3
| New | +$1.66K |
|
574
Kenvue
KVUE
$37.9B
| $1.68K | ﹤0.01% |
80
| – | – |
|
575
VanEck Semiconductor ETF
SMH
$61.4B
| $1.67K | ﹤0.01% |
6
| – | – |
|
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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.