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 | |
|---|---|---|---|---|---|---|
101
Prologis
PLD
$118B
| $1.75M | 0.11% |
10,852
+1,649
|
|
||
102
Intuit
INTU
$187B
| $1.71M | 0.11% |
3,562
+1,303
|
|
||
103
PNC Financial Services
PNC
$82.8B
| $1.69M | 0.11% |
9,147
-161
|
|
||
104
ASML
ASML
$411B
| $1.68M | 0.11% |
2,514
+331
|
|
||
105
Mitsubishi UFJ Financial
MUFG
$180B
| $1.68M | 0.11% |
271,290
+16,657
|
|
||
106
Marsh & McLennan
MMC
$90.6B
| $1.67M | 0.11% |
9,789
-119
|
|
||
107
US Bancorp
USB
$84B
| $1.66M | 0.11% |
31,171
-270
|
|
||
108
Advanced Micro Devices
AMD
$350B
| $1.65M | 0.11% |
15,112
+7,596
|
|
||
109
Verizon
VZ
$168B
| $1.65M | 0.11% |
32,390
+5,165
|
|
||
110
AstraZeneca
AZN
$284B
| $1.62M | 0.1% |
24,456
+3,259
|
|
||
111
BHP
BHP
$151B
| $1.58M | 0.1% |
22,989
+13,620
|
|
||
112
CVS Health
CVS
$98.9B
| $1.58M | 0.1% |
15,645
+2,811
|
|
||
113
MetLife
MET
$53.7B
| $1.57M | 0.1% |
22,390
+4,185
|
|
||
114
Citigroup
C
$206B
| $1.57M | 0.1% |
29,393
+672
|
|
||
115
Deere & Co
DE
$127B
| $1.56M | 0.1% |
3,755
+724
|
|
||
116
Duke Energy
DUK
$90.3B
| $1.56M | 0.1% |
13,964
+2,402
|
|
||
117
iShares Core S&P 500 ETF
IVV
$698B
| $1.54M | 0.1% |
3,394
+602
|
|
||
118
Schwab US Large- Cap ETF
SCHX
$63B
| $1.53M | 0.1% |
85,401
-879
|
|
||
119
BP
BP
$86.7B
| $1.52M | 0.1% |
51,745
+4,460
|
|
||
120
AT&T
T
$170B
| $1.51M | 0.1% |
84,442
+16,077
|
|
||
|
ABB
121
DELISTED
ABB Ltd
ABB
| $1.46M | 0.09% |
44,994
+6,413
|
|
||
122
Eaton
ETN
$124B
| $1.44M | 0.09% |
9,513
+2,799
|
|
||
123
Intuitive Surgical
ISRG
$203B
| $1.44M | 0.09% |
4,787
+900
|
|
||
124
Walmart Inc. Common Stock
WMT
$912B
| $1.43M | 0.09% |
28,746
+3,165
|
|
||
125
Vanguard Mega Cap 300 Index ETF
MGC
$9.11B
| $1.4M | 0.09% |
+8,814
|
|