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
$219M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$18.4M
3
+$12.4M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$10.5M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.92M

Top Sells

No sells this quarter

Sector Composition

1 Financials 8.3%
2 Technology 3.36%
3 Industrials 3.12%
4 Healthcare 2.96%
5 Consumer Staples 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$282K 0.13%
+7,411
127
$281K 0.13%
+4,350
128
$280K 0.13%
+1,742
129
$276K 0.13%
+4,875
130
$271K 0.12%
+8,193
131
$271K 0.12%
+3,190
132
$271K 0.12%
+1,881
133
$271K 0.12%
+91
134
$270K 0.12%
+4,732
135
$266K 0.12%
+2,631
136
$258K 0.12%
+4,029
137
$245K 0.11%
+4,667
138
$241K 0.11%
+6,343
139
$238K 0.11%
+3,759
140
$236K 0.11%
+5,474
141
$231K 0.11%
+13,560
142
$228K 0.1%
+2,137
143
$224K 0.1%
+1,530
144
$224K 0.1%
+6,496
145
$223K 0.1%
+1,313
146
– –
0
147
$219K 0.1%
+1,612
148
$215K 0.1%
+5,691
149
$211K 0.1%
+1,375
150
$209K 0.1%
+1,122
3 4 5
6
7