AWM
Altium Wealth Management Portfolio holdings
AUM
$1.39B
1-Year Est. Return
12.44%
1 Year Est. Return
-12.44%
AUM
$1.55B
AUM Growth
-$95K
(-0.01%)
Holding
411
Top Buys
| 1 | +$22.1M | |
| 2 | +$18.5M | |
| 3 | +$11.8M | |
| 4 |
Invesco Variable Rate Preferred ETF
VRP
|
+$7.44M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$5.7M |
Top Sells
| 1 | +$19.5M | |
| 2 | +$11.9M | |
| 3 | +$10.4M | |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$7.04M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$1.34M |
Sector Composition
| 1 | Technology | 9.4% |
| 2 | Financials | 7.19% |
| 3 | Healthcare | 4.09% |
| 4 | Consumer Discretionary | 3.52% |
| 5 | Communication Services | 2.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Alphabet (Google) Class C
GOOG
$3.69T
| $9.89M | 0.64% |
70,820
+7,960
|
|
||
|
27
Alphabet (Google) Class A
GOOGL
$3.67T
| $9.64M | 0.62% |
69,300
+9,460
|
|
||
28
JPMorgan Chase
JPM
$865B
| $8.47M | 0.55% |
62,151
+3,948
|
|
||
29
Vanguard Growth ETF
VUG
$202B
| $8.36M | 0.54% |
29,077
+564
|
|
||
30
NVIDIA
NVDA
$4.37T
| $8.11M | 0.52% |
297,080
+67,720
|
|
||
31
Charles Schwab
SCHW
$176B
| $8.04M | 0.52% |
95,350
+38,072
|
|
||
32
UnitedHealth
UNH
$302B
| $7.48M | 0.48% |
14,668
+587
|
|
||
33
SPDR S&P 500 ETF Trust
SPY
$712B
| $7.32M | 0.47% |
16,213
-52
|
|
||
34
Johnson & Johnson
JNJ
$501B
| $7.05M | 0.45% |
39,756
+1,972
|
|
||
35
Exxon Mobil
XOM
$491B
| $6.94M | 0.45% |
84,042
+6,217
|
|
||
36
Procter & Gamble
PG
$337B
| $6.48M | 0.42% |
42,410
+1,393
|
|
||
37
Home Depot
HD
$345B
| $6.15M | 0.4% |
20,536
+1,108
|
|
||
38
Chevron
CVX
$295B
| $5.95M | 0.38% |
36,532
+2,936
|
|
||
39
Meta Platforms (Facebook)
META
$1.69T
| $5.32M | 0.34% |
23,909
+513
|
|
||
40
Costco
COST
$379B
| $5.31M | 0.34% |
9,215
+438
|
|
||
41
Pfizer
PFE
$145B
| $4.92M | 0.32% |
95,031
+11,843
|
|
||
42
iShares Core S&P Total US Stock Market ETF
ITOT
$79.6B
| $4.72M | 0.3% |
46,755
+5,602
|
|
||
43
Visa
V
$672B
| $4.58M | 0.3% |
20,662
+1,570
|
|
||
44
PepsiCo
PEP
$204B
| $4.54M | 0.29% |
27,123
+1,363
|
|
||
45
Mastercard
MA
$511B
| $4.35M | 0.28% |
12,164
+417
|
|
||
46
Accenture
ACN
$169B
| $4.27M | 0.28% |
12,673
+1,811
|
|
||
47
Bank of America
BAC
$403B
| $4.23M | 0.27% |
102,513
+7,106
|
|
||
48
Adobe
ADBE
$149B
| $4.13M | 0.27% |
9,057
+235
|
|
||
49
Coca-Cola
KO
$303B
| $4.12M | 0.27% |
66,516
+4,047
|
|
||
50
Union Pacific
UNP
$139B
| $4.07M | 0.26% |
14,899
+834
|
|