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
301
$312K 0.02%
2,468
+636
302
$310K 0.02%
15,023
-154
303
$310K 0.02%
4,679
304
$306K 0.02%
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305
$305K 0.02%
13,061
306
$305K 0.02%
18,128
-6,995
307
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308
$302K 0.02%
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309
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+5,783
310
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311
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312
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313
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314
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1,015
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315
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316
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$283K 0.02%
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319
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6,331
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320
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-132
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53,043
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322
$270K 0.02%
3,639
323
$267K 0.02%
6,539
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324
$266K 0.02%
7,981
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325
$262K 0.02%
7,787
-619
11 12
13
14 15