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
$523M
AUM Growth
+$1.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$15.7M
3
+$14M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$9.28M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.68M

Top Sells

1
+$5.06M
2
+$3.62M
3
+$3.49M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.48M
5
PX
Praxair Inc
PX
+$1.83M

Sector Composition

1 Financials 7.26%
2 Technology 4.99%
3 Healthcare 4.53%
4 Consumer Staples 3.06%
5 Communication Services 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.75M 0.53%
115,513
+90,752
27
$2.58M 0.49%
19,710
-1,403
28
$2.57M 0.49%
45,657
-7,820
29
$2.55M 0.49%
35,020
-13,121
30
$2.52M 0.48%
14,688
+567
31
$2.48M 0.47%
34,331
-13,694
32
$2.43M 0.46%
18,400
+13,057
33
$2.39M 0.46%
38,512
+32,472
34
$2.3M 0.44%
106,673
-30,934
35
$2.16M 0.41%
19,874
-159
36
$2.16M 0.41%
23,441
-9,889
37
$2.11M 0.4%
48,678
+3,578
38
$1.84M 0.35%
16,794
+4,423
39
$1.84M 0.35%
6
40
$1.83M 0.35%
13,621
-4,184
41
$1.83M 0.35%
38,591
+4,975
42
$1.82M 0.35%
16,449
+1,602
43
$1.74M 0.33%
33,200
+740
44
$1.73M 0.33%
13,091
+1,552
45
$1.72M 0.33%
29,202
-6,829
46
$1.71M 0.33%
17,244
47
$1.7M 0.32%
4,314
+2,963
48
$1.66M 0.32%
16,775
+13,340
49
$1.61M 0.31%
14,811
-2,098
50
$1.56M 0.3%
6,273
+810
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