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
$1.13B
AUM Growth
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$8.94M
2
+$7.65M
3
+$3.84M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.51M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.65M

Top Sells

1
+$680K
2
+$532K
3
+$414K
4
AMT icon
American Tower
AMT
+$370K
5
UN
Unilever NV New York Registry Shares
UN
+$355K

Sector Composition

1 Technology 8.35%
2 Financials 6.08%
3 Healthcare 3.67%
4 Consumer Discretionary 3.09%
5 Communication Services 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.72M 0.15%
16,051
+417
77
$1.72M 0.15%
14,296
-768
78
$1.66M 0.15%
+10,781
79
$1.64M 0.15%
19,826
+26
80
$1.63M 0.14%
6,773
+1,984
81
$1.63M 0.14%
25,200
+894
82
$1.63M 0.14%
6,171
+583
83
$1.6M 0.14%
8,218
+2,029
84
$1.55M 0.14%
136,259
+6,344
85
$1.53M 0.14%
13,088
+1,480
86
$1.45M 0.13%
6,301
-296
87
$1.45M 0.13%
23,433
+3,326
88
$1.4M 0.12%
7,941
+388
89
$1.38M 0.12%
31,570
+2,380
90
$1.36M 0.12%
8,945
+643
91
$1.36M 0.12%
16,882
+1,655
92
$1.32M 0.12%
28,425
-1,823
93
$1.3M 0.12%
12,184
+542
94
$1.29M 0.11%
20,745
-1,914
95
$1.25M 0.11%
6,370
+366
96
$1.23M 0.11%
5,481
-1,648
97
$1.2M 0.11%
10,273
+92
98
$1.19M 0.11%
16,642
+552
99
$1.19M 0.11%
39,442
+3,926
100
$1.18M 0.1%
10,072
+996
2 3
4
5 6