We are live on ! Find out more
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
GEHC icon
651
GE HealthCare
GEHC
$32.3B
$371 ﹤0.01%
+5
New +$348
FTRE icon
652
Fortrea Holdings
FTRE
$1.97B
$361 ﹤0.01%
73
-203
-74% -$1.09K
GDDY icon
653
GoDaddy
GDDY
$14B
$361 ﹤0.01%
+2
New +$359
SPHR icon
654
Sphere Entertainment
SPHR
$5.01B
$335 ﹤0.01%
8
– –
BJ icon
655
BJs Wholesale Club
BJ
$12.7B
$324 ﹤0.01%
+3
New +$342
MSGE icon
656
Madison Square Garden
MSGE
$3.62B
$320 ﹤0.01%
8
– –
PODD icon
657
Insulet
PODD
$11.8B
$315 ﹤0.01%
+1
New +$289
SGML icon
658
Sigma Lithium
SGML
$1.06B
$311 ﹤0.01%
69
– –
SPTL icon
659
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.6B
$293 ﹤0.01%
11
– –
EVR icon
660
Evercore
EVR
$11.9B
$271 ﹤0.01%
+1
New +$220
OLPX
661
DELISTED
Olaplex Holdings
OLPX
$268 ﹤0.01%
191
– –
XSD icon
662
State Street SPDR S&P Semiconductor ETF
XSD
$2.6B
$257 ﹤0.01%
1
– –
PINS icon
663
Pinterest
PINS
$13.8B
$252 ﹤0.01%
+7
New +$212
U icon
664
Unity
U
$14.2B
$242 ﹤0.01%
+10
New +$220
WDAY icon
665
Workday
WDAY
$41.9B
$240 ﹤0.01%
1
– –
ZM icon
666
Zoom
ZM
$27.6B
$234 ﹤0.01%
3
– –
BNTX icon
667
BioNTech
BNTX
$23.8B
$213 ﹤0.01%
2
– –
ILMN icon
668
Illumina
ILMN
$29.6B
$191 ﹤0.01%
+2
New +$162
EMBC icon
669
Embecta
EMBC
$220M
$156 ﹤0.01%
16
-2
-11% -$22
STX icon
670
Seagate
STX
$180B
$145 ﹤0.01%
1
– –
SCHA icon
671
Schwab U.S Small- Cap ETF
SCHA
$22.1B
$105 ﹤0.01%
4
– –
SPCE icon
672
Virgin Galactic
SPCE
$326M
$102 ﹤0.01%
37
– –
ONL
673
Orion Office REIT
ONL
$152M
$52 ﹤0.01%
24
-2
-8% -$4
ISPY icon
674
ProShares S&P 500 High Income ETF
ISPY
$1.23B
$43 ﹤0.01%
1
– –
CHGG icon
675
Chegg
CHGG
$119M
$34 ﹤0.01%
28
– –
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
CVC Management Holdings II St. Helier, Jersey $420M AUM 0.05% 1-Year Est. Return
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.