AWM
Altium Wealth Management Portfolio holdings
AUM
$1.39B
1-Year Est. Return
12.44%
1 Year Est. Return
-12.44%
AUM
$1.55B
AUM Growth
-$95K
(-0.01%)
Holding
411
Top Buys
| 1 | +$22.1M | |
| 2 | +$18.5M | |
| 3 | +$11.8M | |
| 4 |
Invesco Variable Rate Preferred ETF
VRP
|
+$7.44M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$5.7M |
Top Sells
| 1 | +$19.5M | |
| 2 | +$11.9M | |
| 3 | +$10.4M | |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$7.04M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$1.34M |
Sector Composition
| 1 | Technology | 9.4% |
| 2 | Financials | 7.19% |
| 3 | Healthcare | 4.09% |
| 4 | Consumer Discretionary | 3.52% |
| 5 | Communication Services | 2.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Emerson Electric
EMR
$74.8B
| $2.49M | 0.16% |
25,377
+2,033
|
|
||
77
Oracle
ORCL
$557B
| $2.47M | 0.16% |
29,883
+1,649
|
|
||
78
Comcast
CMCSA
$108B
| $2.34M | 0.15% |
50,061
+2,954
|
|
||
79
Salesforce
CRM
$242B
| $2.33M | 0.15% |
10,992
+1,066
|
|
||
80
Danaher
DHR
$158B
| $2.24M | 0.14% |
8,630
+750
|
|
||
81
Toyota
TM
$287B
| $2.23M | 0.14% |
12,362
+1,567
|
|
||
82
Nike
NKE
$86.3B
| $2.18M | 0.14% |
16,197
+1,317
|
|
||
83
Eli Lilly
LLY
$960B
| $2.16M | 0.14% |
7,536
+985
|
|
||
84
Mondelez International
MDLZ
$71.2B
| $2.14M | 0.14% |
34,025
+1,181
|
|
||
85
3M
MMM
$86B
| $2.12M | 0.14% |
17,066
+879
|
|
||
86
iShares Core MSCI Total International Stock ETF
IXUS
$51B
| $2.09M | 0.13% |
31,403
-3,320
|
|
||
87
Philip Morris
PM
$248B
| $2.04M | 0.13% |
21,710
+1,735
|
|
||
88
New Mountain Finance
NMFC
$933M
| $2.04M | 0.13% |
147,067
|
|
||
89
iShares Russell 1000 Growth ETF
IWF
$125B
| $2.02M | 0.13% |
7,280
+269
|
|
||
90
Target
TGT
$44B
| $2M | 0.13% |
9,413
+715
|
|
||
91
Caterpillar
CAT
$270B
| $1.99M | 0.13% |
8,928
+1,307
|
|
||
92
Medtronic
MDT
$126B
| $1.98M | 0.13% |
17,873
+5,950
|
|
||
93
Netflix
NFLX
$402B
| $1.94M | 0.12% |
51,710
+3,320
|
|
||
94
Qualcomm
QCOM
$188B
| $1.94M | 0.12% |
12,665
+2,323
|
|
||
95
Novo Nordisk
NVO
$215B
| $1.92M | 0.12% |
34,624
+4,786
|
|
||
96
PayPal
PYPL
$55.6B
| $1.9M | 0.12% |
16,434
+4,804
|
|
||
97
ConocoPhillips
COP
$114B
| $1.87M | 0.12% |
18,736
+2,620
|
|
||
98
Applied Materials
AMAT
$204B
| $1.85M | 0.12% |
14,045
+1,835
|
|
||
99
EOG Resources
EOG
$55.4B
| $1.83M | 0.12% |
15,326
+1,902
|
|
||
100
Illinois Tool Works
ITW
$72.3B
| $1.76M | 0.11% |
8,384
+2,399
|
|