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
326
$114K 0.01%
15,350
+5,000
327
$63K 0.01%
10,000
328
$47K ﹤0.01%
10,000
329
$38K ﹤0.01%
100
330
$37K ﹤0.01%
1,925
331
$34K ﹤0.01%
11,648
332
– –
-672
333
– –
-895
334
– –
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335
– –
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336
– –
-13,752
337
– –
-13,213
338
– –
-6,259
339
– –
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340
– –
-9,931
341
– –
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342
– –
-23,827
343
– –
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344
– –
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345
– –
-10,413
346
– –
-5,875
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