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
251
$508K 0.03%
6,464
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252
$504K 0.03%
9,369
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253
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254
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256
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257
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258
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259
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260
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261
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262
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263
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264
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-2,429
265
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269
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27,813
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270
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271
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21,813
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272
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+20,566
273
$428K 0.03%
2,120
274
$426K 0.03%
5,086
+1,664
275
$424K 0.03%
10,466
-1,210
9 10
11
12 13