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
$1.36B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$11.3M
3
+$7.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.42M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$2.89M

Top Sells

1
+$7M
2
+$895K
3
+$869K
4
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$863K
5
VTV icon
Vanguard Value ETF
VTV
+$673K

Sector Composition

1 Technology 8.18%
2 Financials 6.51%
3 Healthcare 3.47%
4 Consumer Discretionary 3.18%
5 Communication Services 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$366K 0.03%
4,581
-552
277
$365K 0.03%
4,030
+46
278
$363K 0.03%
4,222
-2,012
279
$362K 0.03%
2,573
280
$360K 0.03%
7,398
281
$359K 0.03%
4,876
+1,906
282
$353K 0.03%
9,533
283
$351K 0.03%
20,505
284
$347K 0.03%
4,292
285
$345K 0.03%
2,942
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286
$334K 0.02%
7,205
287
$331K 0.02%
1,999
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288
$330K 0.02%
1,100
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289
$328K 0.02%
1,790
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290
$328K 0.02%
1,588
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291
$326K 0.02%
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292
$324K 0.02%
18,903
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293
$323K 0.02%
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294
$323K 0.02%
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295
$322K 0.02%
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296
$321K 0.02%
2,215
-573
297
$319K 0.02%
46,246
-10,414
298
$316K 0.02%
2,229
+323
299
$316K 0.02%
23,833
-509
300
$316K 0.02%
4,067
+1,054
10 11
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