AWM
Altium Wealth Management Portfolio holdings
AUM
$1.39B
1-Year Est. Return
12.44%
1 Year Est. Return
-12.44%
AUM
$1.39B
AUM Growth
-$163M
(-10%)
Holding
399
Top Buys
| 1 | +$6.44M | |
| 2 | +$6.39M | |
| 3 | +$6.06M | |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$5.83M |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$4.49M |
Top Sells
| 1 | +$3.62M | |
| 2 | +$3.32M | |
| 3 | +$3.13M | |
| 4 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$2.32M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$1.85M |
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
Industrial Select Sector SPDR Fund
XLI
$23.5B
| – | – |
-2,528
|
|
||
377
Consumers Staples Select Sector SPDR Fund
XLP
$14.9B
| – | – |
-3,232
|
|
||
|
PBCT
378
DELISTED
People's United Financial Inc
PBCT
| – | – |
-36,287
|
|
||
|
SBNY
379
DELISTED
Signature Bank
SBNY
| – | – |
-828
|
|
||
380
Allegion
ALLE
$14.1B
| – | – |
-1,836
|
|
||
381
Becton Dickinson
BDX
$50.6B
| – | – |
-802
|
|
||
382
AB InBev
BUD
$120B
| – | – |
-4,269
|
|
||
383
CenterPoint Energy
CNP
$25.1B
| – | – |
-6,569
|
|
||
384
Carnival PLC
CUK
$32.2B
| – | – |
-12,818
|
|
||
385
Ecolab
ECL
$72.8B
| – | – |
-1,410
|
|