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
$523M
AUM Growth
+$1.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$15.7M
3
+$14M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$9.28M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.68M

Top Sells

1
+$5.06M
2
+$3.62M
3
+$3.49M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.48M
5
PX
Praxair Inc
PX
+$1.83M

Sector Composition

1 Financials 7.26%
2 Technology 4.99%
3 Healthcare 4.53%
4 Consumer Staples 3.06%
5 Communication Services 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$655K 0.13%
5,472
+490
102
$649K 0.12%
12,495
-10
103
$648K 0.12%
8,307
-5,319
104
$647K 0.12%
7,696
+1,623
105
$642K 0.12%
2,868
+57
106
$636K 0.12%
14,084
+1,307
107
$623K 0.12%
9,424
-35
108
$616K 0.12%
10,315
+1,882
109
$615K 0.12%
4,701
-1,520
110
$613K 0.12%
7,687
-314
111
$604K 0.12%
13,385
+2,157
112
$590K 0.11%
25,850
-200
113
$579K 0.11%
9,433
+2,120
114
$568K 0.11%
50,160
-39,795
115
$568K 0.11%
8,865
+624
116
$560K 0.11%
7,066
-1,755
117
$552K 0.11%
4,322
+1,423
118
$546K 0.1%
21,503
-5,373
119
$545K 0.1%
2,166
+343
120
$519K 0.1%
20,663
-3,633
121
$510K 0.1%
20,040
+730
122
$508K 0.1%
4,006
+1,928
123
$505K 0.1%
13,396
-356
124
$503K 0.1%
21,499
+34
125
$500K 0.1%
19,506
-5,181
3 4
5
6 7