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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 | |
|---|---|---|---|---|---|---|
176
Becton Dickinson
BDX
$46.4B
| $181K | 0.05% |
1,050
-8
| -0.8% | -$1.47K |
|
177
Corteva
CTVA
$60.5B
| $178K | 0.05% |
2,385
+219
| +10% | +$14.6K |
|
178
Quanta Services
PWR
$84.2B
| $177K | 0.05% |
468
| – | – |
|
179
Eaton
ETN
$141B
| $174K | 0.05% |
+487
| New | +$150K |
|
180
Ecolab
ECL
$79.8B
| $173K | 0.05% |
642
+4
| +0.6% | +$1.02K |
|
181
S&P Global
SPGI
$124B
| $172K | 0.05% |
326
+172
| +112% | +$85.8K |
|
182
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
| $172K | 0.05% |
1,583
+488
| +45% | +$48.1K |
|
183
Motorola Solutions
MSI
$72.1B
| $171K | 0.05% |
+407
| New | +$170K |
|
184
Emerson Electric
EMR
$81.6B
| $171K | 0.05% |
1,281
+1,061
| +482% | +$122K |
|
185
Chubb
CB
$140B
| $170K | 0.05% |
587
+477
| +434% | +$137K |
|
186
Vanguard S&P 500 Value ETF
VOOV
$6.61B
| $168K | 0.05% |
+888
| New | +$160K |
|
187
Texas Instruments
TXN
$248B
| $163K | 0.04% |
787
+437
| +125% | +$77.6K |
|
188
Schwab US Large- Cap ETF
SCHX
$70.3B
| $161K | 0.04% |
6,608
+1,065
| +19% | +$24.1K |
|
|
UDEC
189
Innovator US Equity Ultra Buffer ETF December
UDEC
$246M
| $161K | 0.04% |
4,415
| – | – |
|
190
Labcorp
LH
$25.2B
| $159K | 0.04% |
605
+329
| +119% | +$80.1K |
|
|
FISV
191
Fiserv Inc
FISV
$29.7B
| $159K | 0.04% |
+920
| New | +$167K |
|
192
Toll Brothers
TOL
$14B
| $156K | 0.04% |
+1,366
| New | +$142K |
|
|
VPU
193
Vanguard Utilities ETF
VPU
$8.56B
| $156K | 0.04% |
883
-18
| -2% | -$3.1K |
|
194
United Parcel Service
UPS
$88.9B
| $153K | 0.04% |
1,514
+1,361
| +890% | +$134K |
|
|
GRMN
195
Garmin
GRMN
$56.9B
| $152K | 0.04% |
+729
| New | +$145K |
|
196
Valero Energy
VLO
$89.5B
| $151K | 0.04% |
+1,127
| New | +$140K |
|
197
Accenture
ACN
$106B
| $151K | 0.04% |
506
-154
| -23% | -$46.9K |
|
198
Green Brick Partners
GRBK
$3.09B
| $151K | 0.04% |
+2,395
| New | +$142K |
|
199
Blackstone
BX
$104B
| $150K | 0.04% |
1,006
+6
| +0.6% | +$824 |
|
200
Vanguard FTSE Emerging Markets ETF
VWO
$117B
| $150K | 0.04% |
3,036
+265
| +10% | +$12.3K |
|
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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.