AWM
Altium Wealth Management Portfolio holdings
AUM
$1.39B
1-Year Est. Return
12.44%
1 Year Est. Return
-12.44%
AUM
$1.39B
AUM Growth
-$163M
(-10%)
Holding
399
Top Buys
| 1 | +$6.44M | |
| 2 | +$6.39M | |
| 3 | +$6.06M | |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$5.83M |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$4.49M |
Top Sells
| 1 | +$3.62M | |
| 2 | +$3.32M | |
| 3 | +$3.13M | |
| 4 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$2.32M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$1.85M |
Sector Composition
| 1 | Technology | 8.88% |
| 2 | Financials | 6.76% |
| 3 | Healthcare | 4.88% |
| 4 | Consumer Discretionary | 3.25% |
| 5 | Consumer Staples | 2.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Cisco
CSCO
$310B
| $2.33M | 0.17% |
54,677
+182
|
|
||
77
Illinois Tool Works
ITW
$72.3B
| $2.31M | 0.17% |
12,687
+4,303
|
|
||
78
Philip Morris
PM
$249B
| $2.3M | 0.17% |
23,306
+1,596
|
|
||
79
3M
MMM
$86.3B
| $2.18M | 0.16% |
20,136
+3,070
|
|
||
80
Vanguard Total Stock Market ETF
VTI
$567B
| $2.17M | 0.16% |
11,526
-1,520
|
|
||
81
Novo Nordisk
NVO
$216B
| $2.17M | 0.16% |
38,852
+4,228
|
|
||
82
Blackrock
BLK
$165B
| $2.16M | 0.16% |
3,553
-210
|
|
||
83
Walt Disney
DIS
$201B
| $2.16M | 0.16% |
22,850
-4,024
|
|
||
84
Medtronic
MDT
$127B
| $2M | 0.14% |
22,254
+4,381
|
|
||
85
iShares Core US Aggregate Bond ETF
AGG
$134B
| $1.94M | 0.14% |
+19,120
|
|
||
86
AstraZeneca
AZN
$284B
| $1.94M | 0.14% |
29,395
+4,939
|
|
||
87
Salesforce
CRM
$242B
| $1.88M | 0.14% |
11,408
+416
|
|
||
88
Emerson Electric
EMR
$74.7B
| $1.86M | 0.13% |
23,447
-1,930
|
|
||
89
Caterpillar
CAT
$268B
| $1.86M | 0.13% |
10,389
+1,461
|
|
||
90
EOG Resources
EOG
$55.5B
| $1.85M | 0.13% |
16,732
+1,406
|
|
||
91
Comcast
CMCSA
$108B
| $1.84M | 0.13% |
46,834
-3,227
|
|
||
92
ConocoPhillips
COP
$115B
| $1.83M | 0.13% |
20,432
+1,696
|
|
||
93
Mondelez International
MDLZ
$70.9B
| $1.83M | 0.13% |
29,505
-4,520
|
|
||
94
Exelon
EXC
$44.7B
| $1.81M | 0.13% |
39,903
+21,870
|
|
||
95
Toyota
TM
$287B
| $1.81M | 0.13% |
11,721
-641
|
|
||
96
Duke Energy
DUK
$90.8B
| $1.79M | 0.13% |
16,663
+2,699
|
|
||
97
Bristol-Myers Squibb
BMY
$110B
| $1.78M | 0.13% |
23,155
+5,153
|
|
||
98
MetLife
MET
$54B
| $1.78M | 0.13% |
28,345
+5,955
|
|
||
99
Nike
NKE
$87B
| $1.76M | 0.13% |
17,222
+1,025
|
|
||
100
New Mountain Finance
NMFC
$935M
| $1.75M | 0.13% |
147,067
|
|