AWM
Altium Wealth Management Portfolio holdings
AUM
$1.39B
1-Year Est. Return
12.44%
This Fund
S&P 500
1 Year Est. Return
-12.44%
AUM
$1.39B
AUM Growth
-$163M
(-10%)
Holding
399
Top Buys
| 1 | +$6.99M | |
| 2 | +$6.97M | |
| 3 | +$6.39M | |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$6.28M |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$4.93M |
Top Sells
| 1 | +$3.69M | |
| 2 | +$3.62M | |
| 3 | +$3.43M | |
| 4 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$2.49M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.02M |
Sector Composition
| 1 | Technology | 8.88% |
| 2 | Financials | 6.76% |
| 3 | Healthcare | 4.88% |
| 4 | Consumer Discretionary | 3.25% |
| 5 | Consumer Staples | 2.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
376
AB InBev
BUD
$155B
| – | – |
-4,269
|
|
||
377
CenterPoint Energy
CNP
$27.6B
| – | – |
-6,569
|
|
||
|
CUK
378
DELISTED
Carnival PLC
CUK
| – | – |
-12,818
|
|
||
379
Ecolab
ECL
$72B
| – | – |
-1,410
|
|
||
380
iShares MSCI Emerging Markets ETF
EEM
$31B
| – | – |
-7,127
|
|
||
381
Intercontinental Exchange
ICE
$83.6B
| – | – |
-2,708
|
|
||
382
iShares Russell Mid-Cap Value ETF
IWS
$15.2B
| – | – |
-2,087
|
|
||
383
Loews
L
$21.3B
| – | – |
-3,348
|
|
||
384
Lam Research
LRCX
$398B
| – | – |
-14,790
|
|
||
385
iShares MBS ETF
MBB
$38.6B
| – | – |
-2,036
|
|