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
$219M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$18.4M
3
+$12.4M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$10.5M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.92M

Top Sells

No sells this quarter

Sector Composition

1 Financials 8.3%
2 Technology 3.36%
3 Industrials 3.12%
4 Healthcare 2.96%
5 Consumer Staples 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$820K 0.38%
+6,117
52
$796K 0.36%
+4,201
53
$765K 0.35%
+7,498
54
$752K 0.34%
+16,280
55
$744K 0.34%
+69,954
56
$739K 0.34%
+2,505
57
$737K 0.34%
+7,422
58
$719K 0.33%
+23,622
59
$699K 0.32%
+3,551
60
$663K 0.3%
+4,348
61
$643K 0.29%
+6,049
62
$637K 0.29%
+4,646
63
$617K 0.28%
+7,070
64
$616K 0.28%
+6,700
65
$609K 0.28%
+9,944
66
$607K 0.28%
+5,679
67
$606K 0.28%
+7,302
68
$596K 0.27%
+11,274
69
$595K 0.27%
+23,409
70
$592K 0.27%
+7,368
71
$589K 0.27%
+23,214
72
$584K 0.27%
+5,387
73
$581K 0.27%
+19,110
74
$577K 0.26%
+5,530
75
$523K 0.24%
+9,666
1 2
3
4 5