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
ZIM icon
676
ZIM Integrated Shipping Services
ZIM
$2.91B
$17 ﹤0.01%
1
– –
OGN icon
677
Organon & Co
OGN
$3.55B
$10 ﹤0.01%
+1
New +$10
VTRS icon
678
Viatris
VTRS
$20.9B
$9 ﹤0.01%
1
– –
LAZR
679
DELISTED
Luminar Technologies
LAZR
$6 ﹤0.01%
2
– –
CHPT icon
680
ChargePoint
CHPT
$138M
– –
-138
Closed -$1.67K
DFS
681
DELISTED
Discover Financial Services
DFS
– –
-259
Closed -$44.2K
EFT
682
Eaton Vance Floating-Rate Income Trust
EFT
$283M
– –
-2,160
Closed -$27.1K
ENB icon
683
Enbridge
ENB
$122B
– –
-250
Closed -$11.1K
FLNC icon
684
Fluence Energy
FLNC
$1.69B
– –
-413
Closed -$2K
GDO
685
Western Asset Global Corporate Defined Opportunity Fund
GDO
$76.7M
– –
-840
Closed -$9.73K
JNK icon
686
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.05B
– –
-516
Closed -$49.2K
KBR icon
687
KBR
KBR
$4.57B
– –
-650
Closed -$32.4K
NANC icon
688
Unusual Whales Subversive Democratic Trading ETF
NANC
$270M
– –
-56
Closed -$2.02K
PCT icon
689
PureCycle Technologies
PCT
$1.21B
– –
-700
Closed -$4.84K
ROCK icon
690
Gibraltar Industries
ROCK
$1.3B
– –
-300
Closed -$17.6K
SOXQ icon
691
Invesco PHLX Semiconductor ETF
SOXQ
$2.17B
– –
-46
Closed -$1.55K
TZA icon
692
Direxion Daily Small Cap Bear 3x ETF
TZA
$253M
– –
-200
Closed -$34.1K
VAW icon
693
Vanguard Materials ETF
VAW
$3B
– –
-357
Closed -$67.4K
VCSH icon
694
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
– –
-1,071
Closed -$84.5K
WBD icon
695
Warner Bros
WBD
$64.1B
– –
-12
Closed -$129
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
CWM
Cordatus Wealth Management Newtown, Pennsylvania $420M AUM 24.63% 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
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 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.