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
$1.13B
AUM Growth
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$8.94M
2
+$7.65M
3
+$3.84M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.51M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.65M

Top Sells

1
+$680K
2
+$532K
3
+$414K
4
AMT icon
American Tower
AMT
+$370K
5
UN
Unilever NV New York Registry Shares
UN
+$355K

Sector Composition

1 Technology 8.35%
2 Financials 6.08%
3 Healthcare 3.67%
4 Consumer Discretionary 3.09%
5 Communication Services 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$409K 0.04%
2,572
+397
227
$409K 0.04%
22,469
-2,109
228
$409K 0.04%
8,926
-250
229
$405K 0.04%
8,795
-877
230
$402K 0.04%
2,944
+4
231
$402K 0.04%
1,223
+13
232
$399K 0.04%
5,582
-649
233
$394K 0.03%
5,474
-1,500
234
$394K 0.03%
21,042
-9,153
235
$384K 0.03%
10,925
-4,663
236
$380K 0.03%
61,583
-32,892
237
$372K 0.03%
521
+55
238
$370K 0.03%
6,532
-158
239
$369K 0.03%
+7,138
240
$369K 0.03%
14,230
-450
241
$367K 0.03%
1,413
+161
242
$367K 0.03%
3,185
+356
243
$366K 0.03%
1,165
+256
244
$362K 0.03%
1,484
-66
245
$361K 0.03%
3,098
-1,222
246
$360K 0.03%
235,417
-26,834
247
$356K 0.03%
3,018
+143
248
$355K 0.03%
+5,880
249
$354K 0.03%
17,193
-10,456
250
$351K 0.03%
6,625
+296
8 9
10
11 12