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
$1.36B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$11.3M
3
+$7.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.42M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$2.89M

Top Sells

1
+$7M
2
+$895K
3
+$869K
4
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$863K
5
VTV icon
Vanguard Value ETF
VTV
+$673K

Sector Composition

1 Technology 8.18%
2 Financials 6.51%
3 Healthcare 3.47%
4 Consumer Discretionary 3.18%
5 Communication Services 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.02M 0.15%
25,993
+130
77
$1.99M 0.15%
31,787
-908
78
$1.99M 0.15%
43,833
+963
79
$1.93M 0.14%
26,363
-272
80
$1.93M 0.14%
19,488
-603
81
$1.92M 0.14%
7,926
+201
82
$1.91M 0.14%
26,233
+8,810
83
$1.9M 0.14%
48,167
-6,459
84
$1.86M 0.14%
11,700
+593
85
$1.84M 0.13%
8,240
+249
86
$1.83M 0.13%
21,463
+450
87
$1.83M 0.13%
139,024
+2,765
88
$1.82M 0.13%
25,701
+172
89
$1.78M 0.13%
6,554
-47
90
$1.71M 0.13%
7,186
+261
91
$1.66M 0.12%
29,537
-8,450
92
$1.65M 0.12%
34,620
-20
93
$1.62M 0.12%
61,677
+47,109
94
$1.6M 0.12%
28,096
+441
95
$1.59M 0.12%
12,821
+244
96
$1.49M 0.11%
68,626
-10,582
97
$1.47M 0.11%
6,744
+304
98
$1.45M 0.11%
13,007
+571
99
$1.45M 0.11%
6,062
+112
100
$1.4M 0.1%
7,334
+643
2 3
4
5 6