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
301
$245K 0.02%
+6,145
302
$241K 0.02%
+2,643
303
$240K 0.02%
+2,118
304
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305
$236K 0.02%
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306
$233K 0.02%
24,705
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307
$232K 0.02%
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308
$220K 0.02%
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309
$220K 0.02%
6,560
-6,978
310
$219K 0.02%
+6,319
311
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2,194
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312
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313
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314
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315
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316
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317
$206K 0.02%
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318
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319
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321
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$178K 0.02%
36,046
-30,625
323
$171K 0.02%
10,692
-12,735
324
$132K 0.01%
31,385
-13,620
325
$120K 0.01%
2,202
10 11 12
13
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