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
$219M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$18.4M
3
+$12.4M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$10.5M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.92M

Top Sells

No sells this quarter

Sector Composition

1 Financials 8.3%
2 Technology 3.36%
3 Industrials 3.12%
4 Healthcare 2.96%
5 Consumer Staples 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$517K 0.24%
+8,457
77
$503K 0.23%
+9,537
78
$501K 0.23%
+2,839
79
$494K 0.23%
+2,843
80
$483K 0.22%
+5,923
81
$475K 0.22%
+6,004
82
$468K 0.21%
+8,928
83
$463K 0.21%
+18,294
84
$463K 0.21%
+9,477
85
$462K 0.21%
+3,058
86
$456K 0.21%
+15,448
87
$451K 0.21%
+8,620
88
$446K 0.2%
+3,899
89
$441K 0.2%
+2,513
90
$440K 0.2%
+6,318
91
$395K 0.18%
+2,907
92
$393K 0.18%
+4,840
93
$391K 0.18%
+3,546
94
$388K 0.18%
+6,456
95
$381K 0.17%
+20,000
96
$379K 0.17%
+1,409
97
$373K 0.17%
+5,057
98
$369K 0.17%
+19,458
99
$369K 0.17%
+14,334
100
$368K 0.17%
+5,107
2 3
4
5 6