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
276
$421K 0.03%
5,756
+860
277
$420K 0.03%
1,056
-2
278
$409K 0.03%
2,993
+539
279
$408K 0.03%
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280
$407K 0.03%
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281
$407K 0.03%
3,152
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282
$402K 0.03%
4,164
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283
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1,414
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284
$399K 0.03%
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285
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286
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4,500
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287
$395K 0.03%
4,862
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288
$386K 0.02%
2,566
-7
289
$385K 0.02%
1,882
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290
$384K 0.02%
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+2,049
291
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293
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294
$370K 0.02%
15,981
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295
$367K 0.02%
5,984
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296
$366K 0.02%
4,292
297
$364K 0.02%
4,963
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298
$351K 0.02%
7,189
-213
299
$349K 0.02%
8,041
-1,060
300
$348K 0.02%
4,436
-1,060
10 11
12
13 14