AWM
Altium Wealth Management Portfolio holdings
AUM
$1.39B
1-Year Est. Return
12.44%
1 Year Est. Return
-12.44%
AUM
$1.55B
AUM Growth
-$95K
(-0.01%)
Holding
411
Top Buys
| 1 | +$22.1M | |
| 2 | +$18.5M | |
| 3 | +$11.8M | |
| 4 |
Invesco Variable Rate Preferred ETF
VRP
|
+$7.44M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$5.7M |
Top Sells
| 1 | +$19.5M | |
| 2 | +$11.9M | |
| 3 | +$10.4M | |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$7.04M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$1.34M |
Sector Composition
| 1 | Technology | 9.4% |
| 2 | Financials | 7.19% |
| 3 | Healthcare | 4.09% |
| 4 | Consumer Discretionary | 3.52% |
| 5 | Communication Services | 2.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Walt Disney
DIS
$199B
| $3.69M | 0.24% |
26,874
+1,980
|
|
||
52
Thermo Fisher Scientific
TMO
$213B
| $3.68M | 0.24% |
6,236
+533
|
|
||
53
AbbVie
ABBV
$404B
| $3.67M | 0.24% |
22,639
+1,812
|
|
||
54
Intel
INTC
$179B
| $3.42M | 0.22% |
68,963
+10,777
|
|
||
55
Automatic Data Processing
ADP
$105B
| $3.38M | 0.22% |
14,877
+194
|
|
||
56
NextEra Energy
NEE
$167B
| $3.34M | 0.22% |
39,395
+10,202
|
|
||
57
Hubbell
HUBB
$23.5B
| $3.27M | 0.21% |
17,823
+407
|
|
||
58
McDonald's
MCD
$226B
| $3.18M | 0.2% |
12,861
+854
|
|
||
59
Berkshire Hathaway Class A
BRK.A
$1.08T
| $3.17M | 0.2% |
6
|
|
||
60
American Express
AXP
$259B
| $3.15M | 0.2% |
16,841
-1,226
|
|
||
61
Cisco
CSCO
$312B
| $3.04M | 0.2% |
54,495
+6,352
|
|
||
62
Abbott
ABT
$219B
| $2.98M | 0.19% |
25,152
+475
|
|
||
63
Vanguard Total Stock Market ETF
VTI
$567B
| $2.97M | 0.19% |
13,046
+680
|
|
||
64
Texas Instruments
TXN
$161B
| $2.97M | 0.19% |
16,165
+465
|
|
||
65
Chubb
CB
$122B
| $2.92M | 0.19% |
13,654
+759
|
|
||
66
United Parcel Service
UPS
$86.3B
| $2.91M | 0.19% |
13,553
+1,008
|
|
||
67
Honeywell
HON
$127B
| $2.9M | 0.19% |
14,903
-627
|
|
||
68
Blackrock
BLK
$164B
| $2.88M | 0.19% |
3,763
-587
|
|
||
69
Broadcom
AVGO
$1.59T
| $2.86M | 0.18% |
45,400
+6,140
|
|
||
70
Wells Fargo
WFC
$292B
| $2.85M | 0.18% |
58,815
+6,969
|
|
||
71
Lowe's Companies
LOW
$136B
| $2.84M | 0.18% |
14,041
+1,789
|
|
||
72
RTX Corp
RTX
$245B
| $2.62M | 0.17% |
26,446
+2,126
|
|
||
73
IBM
IBM
$282B
| $2.56M | 0.17% |
19,711
+3,626
|
|
||
74
Merck
MRK
$252B
| $2.52M | 0.16% |
30,747
+4,183
|
|
||
75
Goldman Sachs
GS
$269B
| $2.51M | 0.16% |
7,610
+446
|
|