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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
(+21%)
Cap. Flow
+$36.5M
Cap. Flow
% of AUM
9.84%
Top 10 Holdings %
Top 10 Hldgs %
54.49%
Holding
696
New
187
Increased
217
Reduced
71
Closed
17
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$4.98M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
+$2.62M |
| 3 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
+$1.59M |
| 4 |
Broadcom
AVGO
|
+$877K |
| 5 |
Tapestry
TPR
|
+$734K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
|
+$1.96M |
| 2 |
Vanguard Energy ETF
VDE
|
+$664K |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$411K |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$371K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
151
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.72B
| $234K | 0.06% |
5,654
-1,444
| -20% | -$59.3K |
|
152
Graham Holdings Company
GHC
$5.31B
| $233K | 0.06% |
+246
| New | +$232K |
|
153
Vanguard Morningstar Mid-Cap Value ETF
VOE
$23.9B
| $232K | 0.06% |
1,411
+235
| +20% | +$37.2K |
|
154
ASML
ASML
$596B
| $232K | 0.06% |
289
+267
| +1,214% | +$192K |
|
155
UnitedHealth
UNH
$382B
| $228K | 0.06% |
731
+369
| +102% | +$141K |
|
156
Agnico Eagle Mines
AEM
$72.2B
| $222K | 0.06% |
+1,868
| New | +$217K |
|
157
Unilever
UL
$142B
| $219K | 0.06% |
3,188
+2,549
| +399% | +$179K |
|
158
State Street Utilities Select Sector SPDR ETF
XLU
$23.1B
| $219K | 0.06% |
5,362
+80
| +2% | +$3.19K |
|
159
Marathon Petroleum
MPC
$90.1B
| $212K | 0.06% |
+1,279
| New | +$192K |
|
160
Salesforce
CRM
$154B
| $212K | 0.06% |
779
+766
| +5,892% | +$205K |
|
161
Lowe's Companies
LOW
$121B
| $212K | 0.06% |
954
+8
| +0.8% | +$1.78K |
|
162
W.R. Berkley
WRB
$28.1B
| $210K | 0.06% |
+2,863
| New | +$205K |
|
163
Trane Technologies
TT
$98.8B
| $205K | 0.06% |
+468
| New | +$185K |
|
164
Parker-Hannifin
PH
$120B
| $203K | 0.05% |
291
+16
| +6% | +$10.1K |
|
165
Johnson Controls International
JCI
$85.1B
| $200K | 0.05% |
+1,894
| New | +$174K |
|
166
iShares MSCI USA Momentum Factor ETF
MTUM
$23.6B
| $199K | 0.05% |
+830
| New | +$181K |
|
167
Danaher
DHR
$138B
| $198K | 0.05% |
1,002
+7
| +0.7% | +$1.36K |
|
168
Microchip Technology
MCHP
$38.8B
| $195K | 0.05% |
+2,777
| New | +$153K |
|
169
TSMC
TSM
$1.94T
| $195K | 0.05% |
862
+87
| +11% | +$16.1K |
|
170
Advanced Micro Devices
AMD
$700B
| $195K | 0.05% |
1,373
+959
| +232% | +$104K |
|
171
Mercado Libre
MELI
$94.5B
| $193K | 0.05% |
74
+25
| +51% | +$58.4K |
|
172
Boston Scientific
BSX
$68.4B
| $193K | 0.05% |
+1,795
| New | +$182K |
|
173
NXP Semiconductors
NXPI
$60.8B
| $188K | 0.05% |
862
+762
| +762% | +$149K |
|
174
Walt Disney
DIS
$171B
| $186K | 0.05% |
1,496
-113
| -7% | -$11.7K |
|
175
Amgen
AMGN
$209B
| $183K | 0.05% |
655
+541
| +475% | +$153K |
|
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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.