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
$1.13B
AUM Growth
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$8.94M
2
+$7.65M
3
+$3.84M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.51M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.65M

Top Sells

1
+$680K
2
+$532K
3
+$414K
4
AMT icon
American Tower
AMT
+$370K
5
UN
Unilever NV New York Registry Shares
UN
+$355K

Sector Composition

1 Technology 8.35%
2 Financials 6.08%
3 Healthcare 3.67%
4 Consumer Discretionary 3.09%
5 Communication Services 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.17M 0.1%
5,483
+916
102
$1.11M 0.1%
6,088
+814
103
$1.06M 0.09%
6,925
+53
104
$1.06M 0.09%
2,827
-59
105
$1.03M 0.09%
21,540
+6,516
106
$1.02M 0.09%
7,200
+3,577
107
$1.01M 0.09%
4,970
+219
108
$996K 0.09%
78,413
109
$961K 0.09%
4,045
+190
110
$935K 0.08%
3,548
+239
111
$924K 0.08%
6,199
+1,258
112
$882K 0.08%
3,110
+83
113
$881K 0.08%
10,095
+4
114
$877K 0.08%
6,414
+2,178
115
$875K 0.08%
9,552
+2,680
116
$861K 0.08%
5,205
+515
117
$836K 0.07%
4,301
+70
118
$832K 0.07%
8,807
-1,828
119
$824K 0.07%
9,007
-824
120
$823K 0.07%
31,212
-7,024
121
$810K 0.07%
15,055
+2,775
122
$802K 0.07%
2,763
+46
123
$748K 0.07%
9,942
-838
124
$748K 0.07%
49,356
+2,760
125
$746K 0.07%
2,537
-84
3 4
5
6 7