AWM

Altium Wealth Management Portfolio holdings

AUM $1.39B
1-Year Est. Return 12.44%
This Quarter Est. Return
1 Year Est. Return
-12.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$523M
AUM Growth
+$1.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$15.7M
3
+$14M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$9.28M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.68M

Top Sells

1
+$5.06M
2
+$3.62M
3
+$3.49M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.48M
5
PX
Praxair Inc
PX
+$1.83M

Sector Composition

1 Financials 7.26%
2 Technology 4.99%
3 Healthcare 4.53%
4 Consumer Staples 3.06%
5 Communication Services 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$92K 0.02%
+11,968
227
$90K 0.02%
13,757
-4,833
228
$86K 0.02%
11,917
-10,730
229
$83K 0.02%
32,477
-6,552
230
$73K 0.01%
16,994
+5,924
231
$64K 0.01%
17,197
-161
232
– –
0
233
$35K 0.01%
17,273
-87
234
$28K 0.01%
100
235
– –
-969
236
– –
-3,663
237
– –
-3,518
238
– –
-3,018
239
– –
-939
240
– –
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241
– –
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242
– –
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243
– –
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244
– –
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245
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-4,865
246
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247
– –
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248
– –
-8,086
249
– –
-12,135
250
– –
-8,806
7 8 9
10
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