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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
WMB icon
601
Williams Companies
WMB
$85.8B
$1K ﹤0.01%
+16
New +$945
ROK icon
602
Rockwell Automation
ROK
$51.1B
$997 ﹤0.01%
+3
New +$855
SMCI icon
603
Super Micro Computer
SMCI
$16.6B
$981 ﹤0.01%
+20
New +$771
ACLS icon
604
Axcelis
ACLS
$3.44B
$976 ﹤0.01%
14
– –
TLT icon
605
iShares 20+ Year Treasury Bond ETF
TLT
$42.4B
$971 ﹤0.01%
11
– –
XYZ
606
Block Inc
XYZ
$48.9B
$952 ﹤0.01%
14
+7
+100% +$407
TSLY icon
607
YieldMax TSLA Option Income Strategy ETF
TSLY
$608M
$943 ﹤0.01%
+23
New +$980
ENPH icon
608
Enphase Energy
ENPH
$4.62B
$912 ﹤0.01%
23
-116
-83% -$5.36K
ARHS icon
609
Arhaus
ARHS
$1.07B
$911 ﹤0.01%
105
– –
HBAN icon
610
Huntington Bancshares
HBAN
$34B
$906 ﹤0.01%
+54
New +$815
IQQQ icon
611
ProShares Nasdaq-100 High Income ETF
IQQQ
$379M
$752 ﹤0.01%
18
+1
+6% +$38
HWM icon
612
Howmet Aerospace
HWM
$109B
$745 ﹤0.01%
+4
New +$615
LAR
613
Lithium Argentina AG
LAR
$908M
$718 ﹤0.01%
345
-100
-22% -$199
WBS icon
614
Webster Financial
WBS
$12.3B
$710 ﹤0.01%
+13
New +$648
GLPI icon
615
Gaming and Leisure Properties
GLPI
$13B
$701 ﹤0.01%
+15
New +$709
DDOG icon
616
Datadog
DDOG
$94B
$672 ﹤0.01%
5
– –
QQQY icon
617
Tidal Trust II Defiance Nasdaq 100 Weekly Distribution ETF
QQQY
$175M
$667 ﹤0.01%
26
+3
+13% +$75
TLRY icon
618
Tilray
TLRY
$491M
$664 ﹤0.01%
+160
New +$726
CNP icon
619
CenterPoint Energy
CNP
$28.3B
$662 ﹤0.01%
+18
New +$667
KR icon
620
Kroger
KR
$36.7B
$646 ﹤0.01%
+9
New +$622
CHWY icon
621
Chewy
CHWY
$9.54B
$640 ﹤0.01%
+15
New +$598
EA icon
622
Electronic Arts
EA
$52.4B
$639 ﹤0.01%
+4
New +$592
WAB icon
623
Wabtec
WAB
$49.3B
$629 ﹤0.01%
3
– –
ROL icon
624
Rollins
ROL
$18.6B
$621 ﹤0.01%
+11
New +$617
AMC icon
625
AMC Entertainment Holdings
AMC
$2.45B
$620 ﹤0.01%
200
– –
23 24
25
26 27

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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.