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
$523M
AUM Growth
+$1.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$15.7M
3
+$14M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$9.28M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.68M

Top Sells

1
+$5.06M
2
+$3.62M
3
+$3.49M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.48M
5
PX
Praxair Inc
PX
+$1.83M

Sector Composition

1 Financials 7.26%
2 Technology 4.99%
3 Healthcare 4.53%
4 Consumer Staples 3.06%
5 Communication Services 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.55M 0.3%
9,727
+336
52
$1.51M 0.29%
29,120
+6,740
53
$1.42M 0.27%
14,472
-7,654
54
$1.4M 0.27%
7,870
+1,483
55
$1.34M 0.26%
7,110
+429
56
$1.33M 0.25%
19,905
-397
57
$1.27M 0.24%
25,650
-1,904
58
$1.26M 0.24%
27,453
+1,852
59
$1.24M 0.24%
13,043
+1,595
60
$1.24M 0.24%
4,099
-500
61
$1.23M 0.24%
9,409
+1,151
62
$1.22M 0.23%
14,435
-2,803
63
$1.2M 0.23%
48,736
-5,986
64
$1.17M 0.22%
3,620
+55
65
$1.16M 0.22%
5,132
+970
66
$1.13M 0.22%
28,161
+1,968
67
$1.12M 0.21%
32,915
-9,908
68
$1.02M 0.2%
15,286
-54,028
69
$1.02M 0.19%
80,892
+9,200
70
$1.01M 0.19%
4,965
+766
71
$1M 0.19%
5,148
+710
72
$990K 0.19%
6,417
-601
73
$971K 0.19%
17,099
+3,207
74
$946K 0.18%
6,846
+786
75
$917K 0.18%
17,863
-5,492
1 2
3
4 5