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
101
$1.72M 0.11%
9,908
+89
102
$1.71M 0.11%
14,643
+1,180
103
$1.67M 0.11%
29,838
+3,854
104
$1.64M 0.11%
86,280
+14,016
105
$1.62M 0.1%
6,625
+911
106
$1.58M 0.1%
7,621
+307
107
$1.55M 0.1%
9,203
+400
108
$1.53M 0.1%
15,605
+2,205
109
$1.53M 0.1%
21,147
+1,026
110
$1.48M 0.1%
5,985
+257
111
$1.47M 0.09%
38,581
+2,429
112
$1.45M 0.09%
2,259
+146
113
$1.42M 0.09%
27,225
-1,809
114
$1.4M 0.09%
3,887
+239
115
$1.39M 0.09%
254,633
+47,862
116
$1.33M 0.09%
2,792
+10
117
$1.33M 0.09%
3,765
+488
118
$1.32M 0.09%
12,834
+1,096
119
$1.29M 0.08%
50,910
+10,915
120
$1.28M 0.08%
3,710
+413
121
$1.27M 0.08%
68,365
-7,892
122
$1.27M 0.08%
6,925
123
$1.26M 0.08%
47,285
+5,200
124
$1.24M 0.08%
21,197
+2,755
125
$1.23M 0.08%
25,581
+3,222
3 4
5
6 7