AWM
Altium Wealth Management Portfolio holdings
AUM
$1.39B
This Quarter Return
-11.6%
1 Year Return
-12.44%
3 Year Return
+24.96%
5 Year Return
–
10 Year Return
–
AUM
$523M
AUM Growth
+$523M
(+0.29%)
Cap. Flow
+$64.5M
Cap. Flow
% of AUM
12.34%
Top 10 Holdings %
Top 10 Hldgs %
50.6%
Holding
313
New
14
Increased
117
Reduced
125
Closed
41
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$17.5M |
| 2 |
Vanguard S&P 500 Growth ETF
VOOG
|
$15.7M |
| 3 |
Vanguard S&P 500 Value ETF
VOOV
|
$14M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$9.28M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$8.68M |
Top Sells
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$5.06M |
| 2 |
RTX Corp
RTX
|
$3.62M |
| 3 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$3.49M |
| 4 |
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% |
