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
$219M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$18.4M
3
+$12.4M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$10.5M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.92M

Top Sells

No sells this quarter

Sector Composition

1 Financials 8.3%
2 Technology 3.36%
3 Industrials 3.12%
4 Healthcare 2.96%
5 Consumer Staples 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$367K 0.17%
+21,524
102
$361K 0.17%
+14,378
103
$354K 0.16%
+2,404
104
$351K 0.16%
+3,275
105
$350K 0.16%
+9,148
106
$348K 0.16%
+6,633
107
$344K 0.16%
+20,723
108
$332K 0.15%
+6,164
109
$329K 0.15%
+3,161
110
$324K 0.15%
+5,490
111
$319K 0.15%
+5,267
112
$318K 0.15%
+1,442
113
$317K 0.15%
+7,922
114
$317K 0.15%
+3,765
115
$313K 0.14%
+12,404
116
$311K 0.14%
+1,974
117
$309K 0.14%
+2,714
118
$308K 0.14%
+8,055
119
$304K 0.14%
+4,138
120
$304K 0.14%
+10,231
121
$303K 0.14%
+2,038
122
$301K 0.14%
+2,262
123
$296K 0.14%
+7,769
124
$288K 0.13%
+2,825
125
$283K 0.13%
+10,158
3 4
5
6 7