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
351
$212K 0.01%
+4,668
352
$207K 0.01%
15,213
-1,762
353
$206K 0.01%
35,026
-600
354
$205K 0.01%
2,415
-250
355
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+6,156
356
$203K 0.01%
+983
357
$203K 0.01%
4,688
-10
358
$202K 0.01%
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359
$201K 0.01%
544
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360
$200K 0.01%
1,290
-1,482
361
$172K 0.01%
12,483
+1,781
362
$167K 0.01%
17,000
363
$162K 0.01%
39,463
-6,966
364
$154K 0.01%
2,202
365
$144K 0.01%
33,244
-9,533
366
$62K ﹤0.01%
15,223
-4,378
367
$55K ﹤0.01%
10,000
368
$41K ﹤0.01%
10,000
369
$38K ﹤0.01%
19,000
370
$33K ﹤0.01%
+11,830
371
$29K ﹤0.01%
2,200
372
$20K ﹤0.01%
11,648
373
$16K ﹤0.01%
100
374
$11K ﹤0.01%
+10,000
375
$4K ﹤0.01%
200
12 13 14
15
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