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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
VGSH icon
101
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$417K 0.11%
7,086
+1,297
+22% +$76K
VZ icon
102
Verizon
VZ
$201B
$409K 0.11%
9,448
+9,178
+3,399% +$397K
ORI icon
103
Old Republic International
ORI
$10.8B
$407K 0.11%
+10,600
New +$399K
QMOM icon
104
Alpha Architect US Quantitative Momentum ETF
QMOM
$416M
$392K 0.11%
+6,032
New +$362K
CMCSA icon
105
Comcast
CMCSA
$85.8B
$386K 0.1%
10,824
+9,023
+501% +$312K
LIN icon
106
Linde
LIN
$236B
$375K 0.1%
800
– –
MDT icon
107
Medtronic
MDT
$111B
$374K 0.1%
4,295
+4,205
+4,672% +$357K
PSA icon
108
Public Storage
PSA
$61.7B
$374K 0.1%
1,274
+134
+12% +$39.7K
USEP icon
109
Innovator US Equity Ultra Buffer ETF September
USEP
$148M
$369K 0.1%
10,000
– –
VRT icon
110
Vertiv
VRT
$104B
$365K 0.1%
2,841
+992
+54% +$96.5K
GD icon
111
General Dynamics
GD
$106B
$356K 0.1%
1,220
+5
+0.4% +$1.38K
IVV icon
112
iShares Core S&P 500 ETF
IVV
$871B
$355K 0.1%
572
+447
+358% +$257K
ANET icon
113
Arista Networks
ANET
$214B
$354K 0.1%
3,459
+384
+12% +$33.2K
POCT icon
114
Innovator US Equity Power Buffer ETF October
POCT
$959M
$349K 0.09%
8,461
– –
RTX icon
115
RTX Corp
RTX
$295B
$347K 0.09%
2,379
+822
+53% +$110K
LAMR icon
116
Lamar Advertising Co
LAMR
$16.5B
$344K 0.09%
+2,831
New +$328K
O icon
117
Realty Income
O
$61.3B
$339K 0.09%
5,878
+5,361
+1,037% +$303K
ITOT icon
118
iShares Core S&P Total US Stock Market ETF
ITOT
$93.7B
$337K 0.09%
2,494
+4
+0.2% +$499
COKE icon
119
Coca-Cola Consolidated
COKE
$13B
$335K 0.09%
3,000
– –
VUG icon
120
Vanguard Growth ETF
VUG
$216B
$334K 0.09%
4,566
+354
+8% +$23.3K
APD icon
121
Air Products & Chemicals
APD
$65.2B
$331K 0.09%
1,172
+26
+2% +$7.11K
COWZ icon
122
Pacer US Cash Cows 100 ETF
COWZ
$18.9B
$326K 0.09%
+5,915
New +$313K
TTD icon
123
Trade Desk
TTD
$8.89B
$321K 0.09%
4,463
-687
-13% -$43.9K
LHX icon
124
L3Harris
LHX
$56.9B
$321K 0.09%
1,279
+684
+115% +$157K
ESGU icon
125
iShares ESG Aware MSCI USA ETF
ESGU
$17.8B
$318K 0.09%
2,353
+162
+7% +$20.2K
3 4
5
6 7

Similar funds

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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.