AWM
Altium Wealth Management Portfolio holdings
AUM
$1.39B
This Quarter Return
+5.24%
1 Year Return
-12.44%
3 Year Return
+24.96%
5 Year Return
–
10 Year Return
–
AUM
$219M
AUM Growth
–
Cap. Flow
+$218M
Cap. Flow
% of AUM
99.62%
Top 10 Holdings %
Top 10 Hldgs %
47.7%
Holding
156
New
152
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$26.2M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$18.4M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$12.4M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$10.5M |
| 5 |
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% |
