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
$836M
AUM Growth
+$93.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$9.55M
2
+$8.4M
3
+$3.75M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$3.55M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.11M

Top Sells

1
+$994K
2
+$409K
3
+$381K
4
XOM icon
Exxon Mobil
XOM
+$326K
5
SLB icon
SLB Ltd
SLB
+$312K

Sector Composition

1 Financials 6.8%
2 Technology 5.7%
3 Healthcare 3.3%
4 Communication Services 2.47%
5 Consumer Staples 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$236K 0.03%
+782
227
$236K 0.03%
2,073
-10
228
$235K 0.03%
7,220
-3,295
229
$235K 0.03%
2,510
230
$234K 0.03%
2,802
+31
231
$232K 0.03%
+3,990
232
$231K 0.03%
1,487
+33
233
$231K 0.03%
5,169
+87
234
$228K 0.03%
8,329
-1
235
$228K 0.03%
1,148
236
$226K 0.03%
7,805
+152
237
$225K 0.03%
2,300
238
$218K 0.03%
15,348
239
$218K 0.03%
12,729
-721
240
$218K 0.03%
+5,962
241
$214K 0.03%
+5,250
242
$213K 0.03%
+1,052
243
$210K 0.03%
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244
$207K 0.02%
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245
$205K 0.02%
+1,183
246
$205K 0.02%
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247
$204K 0.02%
2,209
-8
248
$202K 0.02%
+3,310
249
$202K 0.02%
+741
250
$193K 0.02%
146
+16
8 9
10
11 12