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
$1.25B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$13.7M
3
+$10.3M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.6M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$3.15M

Top Sells

1
+$15.9M
2
+$1.29M
3
+$688K
4
CZZ
Cosan Limited
CZZ
+$520K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$512K

Sector Composition

1 Technology 7.92%
2 Financials 6.57%
3 Healthcare 3.53%
4 Consumer Discretionary 3.21%
5 Communication Services 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$230K 0.02%
4,176
-132
327
$228K 0.02%
7,098
+180
328
$226K 0.02%
+2,970
329
$224K 0.02%
6,088
-472
330
$223K 0.02%
+3,669
331
$223K 0.02%
+2,168
332
$221K 0.02%
+4,098
333
$218K 0.02%
5,763
-39
334
$218K 0.02%
+2,722
335
$217K 0.02%
+799
336
$216K 0.02%
+8,680
337
$215K 0.02%
+1,026
338
$215K 0.02%
1,768
-427
339
$215K 0.02%
+5,667
340
$214K 0.02%
1,976
-315
341
$213K 0.02%
+1,953
342
$212K 0.02%
+1,832
343
$211K 0.02%
1,883
-141
344
$211K 0.02%
+1,154
345
$210K 0.02%
+8,642
346
$208K 0.02%
+3,378
347
$207K 0.02%
2,472
-171
348
$205K 0.02%
2,188
-17
349
$204K 0.02%
+17,451
350
$204K 0.02%
+2,009
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