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
$1.13B
AUM Growth
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$8.94M
2
+$7.65M
3
+$3.84M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.51M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.65M

Top Sells

1
+$680K
2
+$532K
3
+$414K
4
AMT icon
American Tower
AMT
+$370K
5
UN
Unilever NV New York Registry Shares
UN
+$355K

Sector Composition

1 Technology 8.35%
2 Financials 6.08%
3 Healthcare 3.67%
4 Consumer Discretionary 3.09%
5 Communication Services 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.52M 0.22%
9,642
+177
52
$2.48M 0.22%
22,647
+372
53
$2.47M 0.22%
10,494
+2,388
54
$2.45M 0.22%
59,394
+1,689
55
$2.35M 0.21%
179,760
+19,520
56
$2.29M 0.2%
4,920
+152
57
$2.28M 0.2%
59,258
-836
58
$2.27M 0.2%
43,350
+1,943
59
$2.26M 0.2%
26,813
-2,562
60
$2.15M 0.19%
13,074
+498
61
$2.14M 0.19%
9,989
+433
62
$2.02M 0.18%
9,097
+350
63
$2.02M 0.18%
12,012
+229
64
$2.01M 0.18%
44,918
-3,441
65
$1.97M 0.17%
9,870
-56
66
$1.96M 0.17%
25,375
+79
67
$1.94M 0.17%
33,127
+1,406
68
$1.91M 0.17%
15,781
+361
69
$1.9M 0.17%
13,016
+248
70
$1.89M 0.17%
13,338
+916
71
$1.87M 0.17%
86,206
+2,198
72
$1.85M 0.16%
34,210
+1,300
73
$1.81M 0.16%
27,006
+1,319
74
$1.8M 0.16%
11,190
+459
75
$1.74M 0.15%
5
1 2
3
4 5