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
$1.55B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$8.7M
3
+$3.89M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$3.37M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.88M

Top Sells

1
+$4.14M
2
+$1.1M
3
+$553K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$451K
5
SAN icon
Banco Santander
SAN
+$449K

Sector Composition

1 Technology 9.29%
2 Financials 6.68%
3 Healthcare 3.78%
4 Consumer Discretionary 3.56%
5 Communication Services 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$553K 0.04%
5,471
+74
227
$550K 0.04%
10,340
-159
228
$549K 0.04%
15,664
-1,191
229
$549K 0.04%
5,351
+579
230
$549K 0.04%
30,800
+5,525
231
$549K 0.04%
1,559
+196
232
$548K 0.04%
214,906
-29,230
233
$547K 0.04%
6,958
-296
234
$546K 0.04%
+2,148
235
$544K 0.04%
16,094
+480
236
$544K 0.04%
8,046
+1,434
237
$543K 0.04%
+6,786
238
$538K 0.03%
4,723
+828
239
$538K 0.03%
3,834
+590
240
$535K 0.03%
+2,431
241
$535K 0.03%
27,372
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242
$532K 0.03%
2,056
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243
$532K 0.03%
+12,634
244
$528K 0.03%
19,684
245
$524K 0.03%
3,115
246
$520K 0.03%
15,524
+3,080
247
$520K 0.03%
+8,516
248
$518K 0.03%
2,782
249
$518K 0.03%
47,624
-2,217
250
$517K 0.03%
33,538
-8,214
8 9
10
11 12