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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 | |
|---|---|---|---|---|---|---|
576
Phinia Inc
PHIN
$2.99B
| $1.65K | ﹤0.01% |
+37
| New | +$1.56K |
|
577
Knife River
KNF
$4.38B
| $1.63K | ﹤0.01% |
20
| – | – |
|
578
US Bancorp
USB
$99.3B
| $1.63K | ﹤0.01% |
+36
| New | +$1.51K |
|
579
Hilton Worldwide
HLT
$72.2B
| $1.6K | ﹤0.01% |
+6
| New | +$1.43K |
|
580
Prudential Financial
PRU
$43B
| $1.5K | ﹤0.01% |
+14
| New | +$1.45K |
|
581
Monster Beverage
MNST
$96.2B
| $1.5K | ﹤0.01% |
+24
| New | +$1.47K |
|
582
McKesson
MCK
$106B
| $1.47K | ﹤0.01% |
+2
| New | +$1.41K |
|
583
Regions Financial
RF
$26.6B
| $1.44K | ﹤0.01% |
+61
| New | +$1.29K |
|
|
GRAL
584
GRAIL Inc
GRAL
$2.69B
| $1.39K | ﹤0.01% |
+27
| New | +$977 |
|
585
Mobileye
MBLY
$2.04B
| $1.39K | ﹤0.01% |
+77
| New | +$1.18K |
|
586
MDU Resources
MDU
$4.26B
| $1.33K | ﹤0.01% |
80
| – | – |
|
587
Avantis US Small Cap Value ETF
AVUV
$30.2B
| $1.28K | ﹤0.01% |
+14
| New | +$1.21K |
|
|
ECG
588
Everus Construction Group
ECG
$5.69B
| $1.27K | ﹤0.01% |
20
| – | – |
|
589
iShares National Muni Bond ETF
MUB
$45.2B
| $1.25K | ﹤0.01% |
12
| – | – |
|
590
Verisk Analytics
VRSK
$28.7B
| $1.25K | ﹤0.01% |
+4
| New | +$1.21K |
|
591
Willis Towers Watson
WTW
$30.2B
| $1.23K | ﹤0.01% |
+4
| New | +$1.24K |
|
592
Rigetti Computing
RGTI
$4.53B
| $1.19K | ﹤0.01% |
+100
| New | +$1.05K |
|
593
Arcadia Biosciences
RKDA
$1.41M
| $1.17K | ﹤0.01% |
272
| – | – |
|
594
Nucor
NUE
$58.7B
| $1.17K | ﹤0.01% |
+9
| New | +$1.05K |
|
595
BILL Holdings
BILL
$4.7B
| $1.11K | ﹤0.01% |
24
| – | – |
|
|
MRSH
596
Marsh
MRSH
$94.2B
| $1.09K | ﹤0.01% |
+5
| New | +$1.13K |
|
597
Entergy
ETR
$50.9B
| $1.08K | ﹤0.01% |
+13
| New | +$1.07K |
|
598
Welltower
WELL
$173B
| $1.08K | ﹤0.01% |
+7
| New | +$1.05K |
|
599
Regeneron Pharmaceuticals
REGN
$73B
| $1.05K | ﹤0.01% |
+2
| New | +$1.12K |
|
600
KeyCorp
KEY
$24.1B
| $1.05K | ﹤0.01% |
+60
| New | +$930 |
|
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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.