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
$1.25B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$13.7M
3
+$10.3M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.6M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$3.15M

Top Sells

1
+$15.9M
2
+$1.29M
3
+$688K
4
CZZ
Cosan Limited
CZZ
+$520K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$512K

Sector Composition

1 Technology 7.92%
2 Financials 6.57%
3 Healthcare 3.53%
4 Consumer Discretionary 3.21%
5 Communication Services 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.88M 0.23%
11,864
+885
52
$2.82M 0.23%
23,537
+890
53
$2.7M 0.22%
7
+2
54
$2.64M 0.21%
197,840
+18,080
55
$2.63M 0.21%
9,540
-102
56
$2.61M 0.21%
18,465
+2,684
57
$2.61M 0.21%
13,801
+727
58
$2.57M 0.21%
13,621
-841
59
$2.5M 0.2%
11,130
+1,141
60
$2.41M 0.19%
32,806
-4,492
61
$2.4M 0.19%
14,878
+1,862
62
$2.36M 0.19%
5,174
+254
63
$2.33M 0.19%
43,057
-293
64
$2.22M 0.18%
42,944
-1,974
65
$2.21M 0.18%
37,987
-7,820
66
$2.19M 0.18%
17,164
+2,868
67
$2.17M 0.17%
9,723
-147
68
$2.16M 0.17%
30,762
+3,756
69
$2.1M 0.17%
54,626
-4,632
70
$2.09M 0.17%
6,380
+209
71
$2.08M 0.17%
10,956
-234
72
$2.07M 0.17%
12,156
+144
73
$2.01M 0.16%
26,635
+1,260
74
$1.99M 0.16%
9,398
+301
75
$1.93M 0.15%
17,826
+1,775
1 2
3
4 5