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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
MGM icon
626
MGM Resorts International
MGM
$11.7B
$620 ﹤0.01%
18
– –
SRAD icon
627
Sportradar
SRAD
$4.4B
$618 ﹤0.01%
+22
New +$522
RJF icon
628
Raymond James Financial
RJF
$33.9B
$614 ﹤0.01%
+4
New +$573
PFGC icon
629
Performance Food Group
PFGC
$18.2B
$613 ﹤0.01%
+7
New +$583
HIMU
630
iShares High Yield Muni Active ETF
HIMU
$2.39B
$593 ﹤0.01%
12
– –
KNX icon
631
Knight Transportation
KNX
$11.2B
$575 ﹤0.01%
+13
New +$553
TE
632
T1 Energy
TE
$1.04B
$566 ﹤0.01%
460
– –
IDXX icon
633
Idexx Laboratories
IDXX
$44.9B
$537 ﹤0.01%
+1
New +$478
VIK icon
634
Viking Holdings
VIK
$45.8B
$533 ﹤0.01%
+10
New +$441
CAE icon
635
CAE Inc. Common Shares
CAE
$8.38B
$498 ﹤0.01%
+17
New +$429
GL icon
636
Globe Life
GL
$13.9B
$498 ﹤0.01%
+4
New +$486
MPT
637
Medical Properties Trust
MPT
$2.87B
$496 ﹤0.01%
115
– –
STZ icon
638
Constellation Brands
STZ
$22.6B
$489 ﹤0.01%
+3
New +$538
ETH
639
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.73B
$475 ﹤0.01%
20
– –
IXC icon
640
iShares Global Energy ETF
IXC
$2.75B
$472 ﹤0.01%
12
– –
FDX icon
641
FedEx
FDX
$73.2B
$455 ﹤0.01%
+2
New +$438
TW icon
642
Tradeweb Markets
TW
$22.7B
$440 ﹤0.01%
+3
New +$419
LEN.B icon
643
Lennar Class B
LEN.B
$20.3B
$421 ﹤0.01%
4
– –
DUOL icon
644
Duolingo
DUOL
$6.57B
$411 ﹤0.01%
1
– –
BE icon
645
Bloom Energy
BE
$46.5B
$407 ﹤0.01%
+17
New +$329
P
646
Everpure Inc
P
$23.7B
$404 ﹤0.01%
+7
New +$348
LAC
647
Lithium Americas
LAC
$951M
$389 ﹤0.01%
145
-100
-41% -$277
BOX icon
648
Box
BOX
$4.47B
$376 ﹤0.01%
+11
New +$361
LPLA icon
649
LPL Financial
LPLA
$27.3B
$375 ﹤0.01%
+1
New +$350
TWLO icon
650
Twilio
TWLO
$28.6B
$374 ﹤0.01%
+3
New +$319
24 25
26
27 28

Similar funds

MG
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
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TFP
Triune Financial Partners Overland Park, Kansas $421M AUM 22.09% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
BRM
Boston Research & Management Manchester, Massachusetts $421M AUM 16.18% 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.