AWM
Altium Wealth Management Portfolio holdings
AUM
$1.39B
This Quarter Return
-4.51%
1 Year Return
-12.44%
3 Year Return
+24.96%
5 Year Return
–
10 Year Return
–
AUM
$1.55B
AUM Growth
+$1.55B
(-0.01%)
Cap. Flow
+$82.8M
Cap. Flow
% of AUM
5.34%
Top 10 Holdings %
Top 10 Hldgs %
48.93%
Holding
411
New
21
Increased
211
Reduced
96
Closed
34
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$22.1M |
| 2 |
iShares National Muni Bond ETF
MUB
|
$18.5M |
| 3 |
Hartford Municipal Opportunities ETF
HMOP
|
$11.8M |
| 4 |
Invesco Variable Rate Preferred ETF
VRP
|
$7.44M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$5.7M |
Top Sells
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$19.5M |
| 2 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$11.9M |
| 3 |
Schwab US TIPS ETF
SCHP
|
$10.4M |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$7.04M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.34M |
Sector Composition
| 1 | Technology | 9.4% |
| 2 | Financials | 7.19% |
| 3 | Healthcare | 4.09% |
| 4 | Consumer Discretionary | 3.52% |
| 5 | Communication Services | 2.55% |
