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
$523M
AUM Growth
+$1.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$15.7M
3
+$14M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$9.28M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.68M

Top Sells

1
+$5.06M
2
+$3.62M
3
+$3.49M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.48M
5
PX
Praxair Inc
PX
+$1.83M

Sector Composition

1 Financials 7.26%
2 Technology 4.99%
3 Healthcare 4.53%
4 Consumer Staples 3.06%
5 Communication Services 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$867K 0.17%
7,806
-1,851
77
$860K 0.16%
8,780
+2,448
78
$843K 0.16%
+15,928
79
$835K 0.16%
9,185
+2,408
80
$822K 0.16%
7,542
-407
81
$816K 0.16%
18,784
+4,080
82
$811K 0.16%
6,138
-2,296
83
$799K 0.15%
17,860
-100
84
$797K 0.15%
5,649
+357
85
$788K 0.15%
6,915
-9,146
86
$784K 0.15%
6,775
+4,475
87
$783K 0.15%
12,563
+1,568
88
$750K 0.14%
14,406
-1,259
89
$746K 0.14%
8,120
+995
90
$733K 0.14%
12,571
+132
91
$727K 0.14%
5,193
-347
92
$721K 0.14%
10,957
-658
93
$702K 0.13%
9,360
+613
94
$697K 0.13%
7,545
+488
95
$695K 0.13%
19,163
+2,678
96
$688K 0.13%
5,021
+105
97
$674K 0.13%
7,001
98
$674K 0.13%
17,253
-700
99
$674K 0.13%
5,030
-857
100
$670K 0.13%
21,573
+87
2 3
4
5 6