AWM
Altium Wealth Management Portfolio holdings
AUM
$1.39B
1-Year Est. Return
12.44%
1 Year Est. Return
-12.44%
AUM
$1.39B
AUM Growth
-$163M
(-10%)
Holding
399
Top Buys
| 1 | +$6.44M | |
| 2 | +$6.39M | |
| 3 | +$6.06M | |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$5.83M |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$4.49M |
Top Sells
| 1 | +$3.62M | |
| 2 | +$3.32M | |
| 3 | +$3.13M | |
| 4 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$2.32M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$1.85M |
Sector Composition
| 1 | Technology | 8.88% |
| 2 | Financials | 6.76% |
| 3 | Healthcare | 4.88% |
| 4 | Consumer Discretionary | 3.25% |
| 5 | Consumer Staples | 2.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Adobe
ADBE
$149B
| $3.52M | 0.25% |
9,603
+546
|
|
||
52
Union Pacific
UNP
$139B
| $3.48M | 0.25% |
16,306
+1,407
|
|
||
53
Automatic Data Processing
ADP
$105B
| $3.32M | 0.24% |
15,799
+922
|
|
||
54
Hubbell
HUBB
$23.4B
| $3.24M | 0.23% |
18,123
+300
|
|
||
55
NextEra Energy
NEE
$167B
| $3.23M | 0.23% |
41,660
+2,265
|
|
||
56
Bank of America
BAC
$403B
| $3.2M | 0.23% |
102,897
+384
|
|
||
57
IBM
IBM
$282B
| $3.08M | 0.22% |
21,828
+2,117
|
|
||
58
Goldman Sachs
GS
$268B
| $3.06M | 0.22% |
10,315
+2,705
|
|
||
59
Chubb
CB
$123B
| $3.06M | 0.22% |
15,561
+1,907
|
|
||
60
Merck
MRK
$252B
| $3.04M | 0.22% |
33,366
+2,619
|
|
||
61
RTX Corp
RTX
$245B
| $3.03M | 0.22% |
31,502
+5,056
|
|
||
62
Eli Lilly
LLY
$959B
| $3M | 0.22% |
9,260
+1,724
|
|
||
63
Abbott
ABT
$219B
| $2.98M | 0.21% |
27,428
+2,276
|
|
||
64
Honeywell
HON
$127B
| $2.79M | 0.2% |
16,044
+1,141
|
|
||
65
Texas Instruments
TXN
$161B
| $2.78M | 0.2% |
18,082
+1,917
|
|
||
66
United Parcel Service
UPS
$85.7B
| $2.67M | 0.19% |
14,635
+1,082
|
|
||
67
Invesco Senior Loan ETF
BKLN
$6.6B
| $2.64M | 0.19% |
+130,263
|
|
||
68
Broadcom
AVGO
$1.59T
| $2.64M | 0.19% |
54,290
+8,890
|
|
||
69
American Express
AXP
$259B
| $2.56M | 0.18% |
18,467
+1,626
|
|
||
70
Berkshire Hathaway Class A
BRK.A
$1.08T
| $2.45M | 0.18% |
6
|
|
||
71
Lowe's Companies
LOW
$135B
| $2.45M | 0.18% |
14,031
-10
|
|
||
72
Intel
INTC
$179B
| $2.45M | 0.18% |
65,523
-3,440
|
|
||
73
Wells Fargo
WFC
$291B
| $2.45M | 0.18% |
62,474
+3,659
|
|
||
74
Danaher
DHR
$158B
| $2.39M | 0.17% |
10,624
+1,994
|
|
||
75
Oracle
ORCL
$558B
| $2.35M | 0.17% |
33,637
+3,754
|
|