AWM
Altium Wealth Management Portfolio holdings
AUM
$1.39B
1-Year Est. Return
12.44%
1 Year Est. Return
-12.44%
AUM
$1.39B
AUM Growth
-$163M
(-10%)
Holding
399
Top Buys
| 1 | +$6.44M | |
| 2 | +$6.39M | |
| 3 | +$6.06M | |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$5.83M |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$4.49M |
Top Sells
| 1 | +$3.62M | |
| 2 | +$3.32M | |
| 3 | +$3.13M | |
| 4 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$2.32M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$1.85M |
Sector Composition
| 1 | Technology | 8.88% |
| 2 | Financials | 6.76% |
| 3 | Healthcare | 4.88% |
| 4 | Consumer Discretionary | 3.25% |
| 5 | Consumer Staples | 2.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Analog Devices
ADI
$135B
| $1.41M | 0.1% |
9,673
+3,643
|
|
||
127
S&P Global
SPGI
$155B
| $1.39M | 0.1% |
4,132
+1,630
|
|
||
128
Eaton
ETN
$123B
| $1.38M | 0.1% |
10,921
+1,408
|
|
||
129
Citigroup
C
$206B
| $1.37M | 0.1% |
29,722
+329
|
|
||
130
Kimberly-Clark
KMB
$33.4B
| $1.36M | 0.1% |
10,078
+2,192
|
|
||
131
Applied Materials
AMAT
$204B
| $1.36M | 0.1% |
14,926
+881
|
|
||
132
ServiceNow
NOW
$162B
| $1.3M | 0.09% |
2,743
+878
|
|
||
133
Southern Company
SO
$94.9B
| $1.29M | 0.09% |
18,146
+3,210
|
|
||
134
Waste Management
WM
$87.3B
| $1.27M | 0.09% |
8,292
+2,987
|
|
||
135
Target
TGT
$43.9B
| $1.27M | 0.09% |
8,974
-439
|
|
||
136
Morgan Stanley
MS
$281B
| $1.27M | 0.09% |
16,640
+1,289
|
|
||
137
Deere & Co
DE
$127B
| $1.26M | 0.09% |
4,196
+441
|
|
||
138
HSBC
HSBC
$269B
| $1.23M | 0.09% |
37,522
+8,123
|
|
||
139
Consolidated Edison
ED
$35.8B
| $1.21M | 0.09% |
12,749
+1,429
|
|
||
140
Clorox
CLX
$12B
| $1.2M | 0.09% |
8,536
+2,302
|
|
||
141
Starbucks
SBUX
$101B
| $1.13M | 0.08% |
14,833
+476
|
|
||
|
ABB
142
DELISTED
ABB Ltd
ABB
| $1.11M | 0.08% |
41,645
-3,349
|
|
||
143
PayPal
PYPL
$55.7B
| $1.11M | 0.08% |
15,920
-514
|
|
||
144
Walmart Inc. Common Stock
WMT
$910B
| $1.11M | 0.08% |
27,369
-1,377
|
|
||
145
Amgen
AMGN
$177B
| $1.1M | 0.08% |
4,542
-762
|
|
||
146
FedEx
FDX
$67.8B
| $1.1M | 0.08% |
4,869
+1,517
|
|
||
147
Aon
AON
$75.6B
| $1.1M | 0.08% |
4,087
+391
|
|
||
148
AT&T
T
$171B
| $1.1M | 0.08% |
52,464
-31,978
|
|
||
149
Sony
SONY
$152B
| $1.08M | 0.08% |
66,270
+6,660
|
|
||
150
TJX Companies
TJX
$172B
| $1.08M | 0.08% |
19,286
+2,921
|
|