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
$1.55B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$8.7M
3
+$3.89M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$3.37M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.88M

Top Sells

1
+$4.14M
2
+$1.1M
3
+$553K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$451K
5
SAN icon
Banco Santander
SAN
+$449K

Sector Composition

1 Technology 9.29%
2 Financials 6.68%
3 Healthcare 3.78%
4 Consumer Discretionary 3.56%
5 Communication Services 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.46M 0.16%
28,234
+1,443
77
$2.4M 0.15%
16,187
+522
78
$2.37M 0.15%
47,107
+1,455
79
$2.3M 0.15%
7,880
+586
80
$2.23M 0.14%
19,138
+6,543
81
$2.19M 0.14%
11,630
-1,084
82
$2.18M 0.14%
32,844
+169
83
$2.17M 0.14%
23,344
+578
84
$2.15M 0.14%
16,085
-2,176
85
$2.14M 0.14%
7,011
+457
86
$2.09M 0.13%
24,320
+1,427
87
$2.04M 0.13%
26,564
-195
88
$2.02M 0.13%
147,067
+5,380
89
$2.01M 0.13%
8,698
+231
90
$2M 0.13%
10,795
+2,571
91
$1.92M 0.12%
12,210
+1,644
92
$1.9M 0.12%
19,975
+148
93
$1.89M 0.12%
10,342
+310
94
$1.87M 0.12%
9,308
+465
95
$1.84M 0.12%
8,224
-565
96
$1.81M 0.12%
6,551
+1,212
97
$1.77M 0.11%
31,441
+1,334
98
$1.74M 0.11%
2,183
+448
99
$1.73M 0.11%
28,721
+777
100
$1.73M 0.11%
43,759
-1,931
2 3
4
5 6