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 | |
|---|---|---|---|---|---|---|
26
Tesla
TSLA
$1.56T
| $9.02M | 0.65% |
40,197
+10,248
|
|
||
27
Alphabet (Google) Class C
GOOG
$3.43T
| $8.23M | 0.59% |
75,240
+4,420
|
|
||
28
UnitedHealth
UNH
$302B
| $8.09M | 0.58% |
15,758
+1,090
|
|
||
|
29
Alphabet (Google) Class A
GOOGL
$3.42T
| $8.05M | 0.58% |
73,920
+4,620
|
|
||
30
Johnson & Johnson
JNJ
$449B
| $7.83M | 0.56% |
44,134
+4,378
|
|
||
31
Exxon Mobil
XOM
$480B
| $7.79M | 0.56% |
90,986
+6,944
|
|
||
32
JPMorgan Chase
JPM
$842B
| $7.13M | 0.51% |
63,341
+1,190
|
|
||
33
Procter & Gamble
PG
$346B
| $6.97M | 0.5% |
48,463
+6,053
|
|
||
34
SPDR S&P 500 ETF Trust
SPY
$679B
| $6.18M | 0.45% |
16,395
+182
|
|
||
35
Chevron
CVX
$308B
| $5.7M | 0.41% |
39,372
+2,840
|
|
||
36
Home Depot
HD
$377B
| $5.68M | 0.41% |
20,708
+172
|
|
||
37
NVIDIA
NVDA
$5.04T
| $5.32M | 0.38% |
351,020
+53,940
|
|
||
38
Pfizer
PFE
$140B
| $5.27M | 0.38% |
100,523
+5,492
|
|
||
39
PepsiCo
PEP
$196B
| $5.09M | 0.37% |
30,527
+3,404
|
|
||
40
Coca-Cola
KO
$292B
| $4.69M | 0.34% |
74,620
+8,104
|
|
||
41
Costco
COST
$411B
| $4.67M | 0.34% |
9,749
+534
|
|
||
42
Charles Schwab
SCHW
$169B
| $4.63M | 0.33% |
73,212
-22,138
|
|
||
43
Visa
V
$651B
| $4.49M | 0.32% |
22,825
+2,163
|
|
||
44
McDonald's
MCD
$211B
| $4.2M | 0.3% |
17,024
+4,163
|
|
||
45
AbbVie
ABBV
$374B
| $4.17M | 0.3% |
27,248
+4,609
|
|
||
46
Mastercard
MA
$489B
| $4.06M | 0.29% |
12,861
+697
|
|
||
47
Accenture
ACN
$154B
| $3.99M | 0.29% |
14,366
+1,693
|
|
||
48
Meta Platforms (Facebook)
META
$1.61T
| $3.95M | 0.28% |
24,517
+608
|
|
||
49
iShares Core S&P Total US Stock Market ETF
ITOT
$79.7B
| $3.8M | 0.27% |
45,326
-1,429
|
|
||
50
Thermo Fisher Scientific
TMO
$212B
| $3.78M | 0.27% |
6,958
+722
|
|