AWM
Altium Wealth Management Portfolio holdings
AUM
$1.39B
This Quarter Return
+0.69%
1 Year Return
-12.44%
3 Year Return
+24.96%
5 Year Return
–
10 Year Return
–
AUM
$742M
AUM Growth
+$742M
(+7.6%)
Cap. Flow
+$49.4M
Cap. Flow
% of AUM
6.65%
Top 10 Holdings %
Top 10 Hldgs %
54.8%
Holding
301
New
20
Increased
141
Reduced
103
Closed
12
Top Buys
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$13.9M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$7.91M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$3.95M |
| 4 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$2.63M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$2.31M |
Top Sells
Sector Composition
| 1 | Financials | 6.69% |
| 2 | Technology | 5.26% |
| 3 | Healthcare | 3.28% |
| 4 | Consumer Staples | 2.57% |
| 5 | Communication Services | 2.44% |
