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
$1.13B
AUM Growth
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$8.94M
2
+$7.65M
3
+$3.84M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.51M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.65M

Top Sells

1
+$680K
2
+$532K
3
+$414K
4
AMT icon
American Tower
AMT
+$370K
5
UN
Unilever NV New York Registry Shares
UN
+$355K

Sector Composition

1 Technology 8.35%
2 Financials 6.08%
3 Healthcare 3.67%
4 Consumer Discretionary 3.09%
5 Communication Services 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.5M 0.49%
177,094
+13,150
27
$5.5M 0.49%
20,122
+1,886
28
$4.87M 0.43%
18,318
+882
29
$4.7M 0.42%
53,580
+1,980
30
$4.59M 0.41%
52,360
+3,500
31
$4.53M 0.4%
12,905
+784
32
$4.42M 0.39%
20,216
+776
33
$4.33M 0.38%
12,137
+312
34
$4.07M 0.36%
8,143
+176
35
$3.98M 0.35%
21,989
+873
36
$3.97M 0.35%
46,056
+2,014
37
$3.81M 0.34%
25,675
+983
38
$3.23M 0.29%
8,585
+303
39
$3.12M 0.28%
14,680
+776
40
$2.96M 0.26%
59,439
-3,392
41
$2.92M 0.26%
4,047
+22
42
$2.92M 0.26%
13,998
+259
43
$2.91M 0.26%
37,298
+2,416
44
$2.86M 0.25%
77,782
+703
45
$2.79M 0.25%
50,858
+5,899
46
$2.7M 0.24%
17,212
-32
47
$2.69M 0.24%
45,807
+801
48
$2.57M 0.23%
10,979
+732
49
$2.55M 0.23%
14,462
+375
50
$2.53M 0.22%
83,412
+3,374
1
2
3 4 5