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
$1.55B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$8.7M
3
+$3.89M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$3.37M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.88M

Top Sells

1
+$4.14M
2
+$1.1M
3
+$553K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$451K
5
SAN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$252K 0.02%
37,336
327
$251K 0.02%
1,260
328
$250K 0.02%
7,908
-4,361
329
$250K 0.02%
3,235
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330
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331
$248K 0.02%
883
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332
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2,274
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333
$246K 0.02%
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334
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335
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336
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2,187
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337
$234K 0.02%
4,698
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338
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339
$227K 0.01%
8,884
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340
$226K 0.01%
1,415
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341
$222K 0.01%
16,000
342
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343
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344
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345
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346
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10,430
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347
$215K 0.01%
7,966
348
$215K 0.01%
+2,220
349
$214K 0.01%
+873
350
$213K 0.01%
+2,633
12 13
14
15 16