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
$219M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$18.4M
3
+$12.4M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$10.5M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.92M

Top Sells

No sells this quarter

Sector Composition

1 Financials 8.3%
2 Technology 3.36%
3 Industrials 3.12%
4 Healthcare 2.96%
5 Consumer Staples 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.81M 0.83%
+11,669
27
$1.79M 0.82%
+143,289
28
$1.76M 0.8%
+15,871
29
$1.61M 0.74%
+31,262
30
$1.57M 0.72%
+14,690
31
$1.49M 0.68%
+10,095
32
$1.38M 0.63%
+3,969
33
$1.3M 0.59%
+15,206
34
$1.3M 0.59%
+37,762
35
$1.24M 0.57%
+9,930
36
$1.24M 0.57%
+22,656
37
$1.19M 0.54%
+4
38
$1.09M 0.5%
+11,919
39
$1.08M 0.49%
+18,500
40
$1.07M 0.49%
+8,627
41
$1.05M 0.48%
+8,679
42
$1.02M 0.46%
+19,280
43
$995K 0.46%
+7,392
44
$964K 0.44%
+6,193
45
$926K 0.42%
+11,714
46
$913K 0.42%
+31,086
47
$906K 0.41%
+19,241
48
$858K 0.39%
+11,525
49
$840K 0.38%
+7,244
50
$826K 0.38%
+17,995
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