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
$836M
AUM Growth
+$93.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Sells

1 +$994K
2 +$409K
3 +$381K
4
XOM icon
Exxon Mobil
XOM
+$326K
5
SLB icon
SLB Ltd
SLB
+$312K

Sector Composition

1 Financials 6.8%
2 Technology 5.7%
3 Healthcare 3.3%
4 Communication Services 2.47%
5 Consumer Staples 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-3,372