AWM
Altium Wealth Management Portfolio holdings
AUM
$1.39B
1-Year Return
12.44%
This Quarter Return
+7.18%
1 Year Return
-12.44%
3 Year Return
+24.96%
5 Year Return
–
10 Year Return
–
AUM
$1.55B
AUM Growth
+$152M
(+11%)
Cap. Flow
+$61.7M
Cap. Flow
% of AUM
3.97%
Top 10 Holdings %
Top 10 Hldgs %
51.83%
Holding
404
New
27
Increased
223
Reduced
106
Closed
14
Top Buys
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$10.6M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$8.7M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$3.89M |
| 4 |
Invesco Variable Rate Preferred ETF
VRP
|
$3.37M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.88M |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$4.14M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$1.1M |
| 3 |
Vanguard S&P 500 Growth ETF
VOOG
|
$553K |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
$451K |
| 5 |
Banco Santander
SAN
|
$449K |
Sector Composition
| 1 | Technology | 9.29% |
| 2 | Financials | 6.68% |
| 3 | Healthcare | 3.78% |
| 4 | Consumer Discretionary | 3.56% |
| 5 | Communication Services | 2.7% |
