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
$1.36B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$11.3M
3
+$7.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.42M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$2.89M

Top Sells

1
+$7M
2
+$895K
3
+$869K
4
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$863K
5
VTV icon
Vanguard Value ETF
VTV
+$673K

Sector Composition

1 Technology 8.18%
2 Financials 6.51%
3 Healthcare 3.47%
4 Consumer Discretionary 3.18%
5 Communication Services 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.99M 0.51%
57,220
+1,260
27
$6.93M 0.51%
55,340
+980
28
$6.64M 0.49%
212,446
+24,424
29
$5.87M 0.43%
35,606
-1,404
30
$5.82M 0.43%
18,257
+372
31
$5.56M 0.41%
41,209
-2,323
32
$5.26M 0.39%
13,139
+101
33
$5M 0.37%
8,537
+297
34
$4.47M 0.33%
19,120
-867
35
$4.47M 0.33%
70,874
+1,630
36
$4.35M 0.32%
11,927
-312
37
$4.26M 0.31%
24,253
-14
38
$4.19M 0.31%
42,413
-1,500
39
$4.12M 0.3%
206,120
+8,280
40
$3.69M 0.27%
4,212
+14
41
$3.59M 0.26%
12,326
+462
42
$3.51M 0.26%
23,675
-2,681
43
$3.42M 0.25%
82,899
-400
44
$3.32M 0.24%
15,139
-95
45
$3.3M 0.24%
58,784
-745
46
$3.26M 0.24%
8,248
-232
47
$3.23M 0.24%
17,286
+74
48
$3.18M 0.23%
81,095
-5,031
49
$3.16M 0.23%
30,195
+335
50
$3.1M 0.23%
57,371
-635
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2
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