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
$729M
AUM Growth
-$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$8.2M
3
+$7.59M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$7.4M
5
VB icon
Vanguard Small-Cap ETF
VB
+$4.81M

Top Sells

1
+$4.67M
2
+$4.36M
3
+$3.25M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$2.76M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$2.71M

Sector Composition

1 Technology 6.82%
2 Financials 6.04%
3 Healthcare 4.59%
4 Communication Services 2.95%
5 Consumer Staples 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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