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
$1.13B
AUM Growth
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$8.94M
2
+$7.65M
3
+$3.84M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.51M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.65M

Top Sells

1
+$680K
2
+$532K
3
+$414K
4
AMT icon
American Tower
AMT
+$370K
5
UN
Unilever NV New York Registry Shares
UN
+$355K

Sector Composition

1 Technology 8.35%
2 Financials 6.08%
3 Healthcare 3.67%
4 Consumer Discretionary 3.09%
5 Communication Services 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$294K 0.03%
2,182
-55
277
$294K 0.03%
4,718
-5
278
$291K 0.03%
2,941
+64
279
$287K 0.03%
3,579
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280
$286K 0.03%
+18,520
281
$286K 0.03%
79,781
+3,236
282
$283K 0.03%
19,860
-8,605
283
$282K 0.02%
1,893
-51
284
$281K 0.02%
+3,024
285
$278K 0.02%
+1,046
286
$276K 0.02%
1,169
+97
287
$272K 0.02%
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288
$271K 0.02%
+9,118
289
$271K 0.02%
4,240
-596
290
$269K 0.02%
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-51
291
$267K 0.02%
4,679
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292
$263K 0.02%
+2,195
293
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4,436
-17
294
$258K 0.02%
9,959
-5,163
295
$257K 0.02%
3,809
-47
296
$252K 0.02%
2,291
+395
297
$251K 0.02%
6,644
-345
298
$249K 0.02%
1,762
+113
299
$245K 0.02%
15,729
300
$245K 0.02%
+5,802
10 11
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