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
$1.36B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$11.3M
3
+$7.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.42M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$2.89M

Top Sells

1
+$7M
2
+$895K
3
+$869K
4
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$863K
5
VTV icon
Vanguard Value ETF
VTV
+$673K

Sector Composition

1 Technology 8.18%
2 Financials 6.51%
3 Healthcare 3.47%
4 Consumer Discretionary 3.18%
5 Communication Services 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.99M 0.22%
18,100
-365
52
$2.97M 0.22%
10,087
+547
53
$2.93M 0.21%
7
54
$2.91M 0.21%
13,235
-792
55
$2.8M 0.21%
12,351
-2,007
56
$2.78M 0.2%
13,975
+354
57
$2.77M 0.2%
23,851
+314
58
$2.71M 0.2%
14,065
+264
59
$2.63M 0.19%
5,223
+49
60
$2.61M 0.19%
15,712
+834
61
$2.53M 0.19%
10,945
-185
62
$2.52M 0.18%
44,254
+1,197
63
$2.49M 0.18%
11,959
-197
64
$2.48M 0.18%
6,530
+150
65
$2.44M 0.18%
8,872
-851
66
$2.41M 0.18%
32,920
+2,158
67
$2.38M 0.17%
16,998
-166
68
$2.29M 0.17%
9,383
-15
69
$2.28M 0.17%
43,098
+154
70
$2.18M 0.16%
11,234
+278
71
$2.1M 0.15%
26,975
-5,831
72
$2.1M 0.15%
13,572
-213
73
$2.07M 0.15%
18,339
+513
74
$2.03M 0.15%
38,480
+1,550
75
$2.03M 0.15%
21,050
+927
1 2
3
4 5