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
$1.55B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$8.7M
3
+$3.89M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$3.37M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.88M

Top Sells

1
+$4.14M
2
+$1.1M
3
+$553K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$451K
5
SAN icon
Banco Santander
SAN
+$449K

Sector Composition

1 Technology 9.29%
2 Financials 6.68%
3 Healthcare 3.78%
4 Consumer Discretionary 3.56%
5 Communication Services 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.7M 0.24%
62,469
+4,177
52
$3.63M 0.23%
17,416
+84
53
$3.62M 0.23%
14,683
+508
54
$3.54M 0.23%
14,065
+817
55
$3.47M 0.22%
24,677
+744
56
$3.24M 0.21%
15,530
-167
57
$3.22M 0.21%
12,007
+884
58
$3.17M 0.2%
12,252
+675
59
$3.05M 0.2%
48,143
+4,384
60
$3M 0.19%
58,186
-1,743
61
$2.99M 0.19%
12,366
+2,538
62
$2.96M 0.19%
15,700
+1,241
63
$2.96M 0.19%
18,067
+51
64
$2.92M 0.19%
48,390
+2,730
65
$2.82M 0.18%
20,827
+1,654
66
$2.74M 0.18%
7,164
-5
67
$2.73M 0.18%
29,193
+2,887
68
$2.7M 0.17%
6
-1
69
$2.69M 0.17%
12,545
+376
70
$2.61M 0.17%
39,260
+2,930
71
$2.52M 0.16%
9,926
+322
72
$2.49M 0.16%
12,895
+541
73
$2.49M 0.16%
51,846
+4,991
74
$2.48M 0.16%
14,880
+1,089
75
$2.46M 0.16%
34,723
+839
1 2
3
4 5