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
$523M
AUM Growth
+$1.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$15.7M
3
+$14M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$9.28M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.68M

Top Sells

1
+$5.06M
2
+$3.62M
3
+$3.49M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.48M
5
PX
Praxair Inc
PX
+$1.83M

Sector Composition

1 Financials 7.26%
2 Technology 4.99%
3 Healthcare 4.53%
4 Consumer Staples 3.06%
5 Communication Services 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$499K 0.1%
3,923
+1,310
127
$499K 0.1%
6,725
+845
128
$498K 0.1%
5,776
+1,226
129
$487K 0.09%
4,683
-1,087
130
$476K 0.09%
2,507
+405
131
$475K 0.09%
4,873
-270
132
$462K 0.09%
2,996
+185
133
$459K 0.09%
7,123
+2,589
134
$456K 0.09%
4,201
+831
135
$454K 0.09%
5,078
136
$452K 0.09%
17,753
-5,225
137
$439K 0.08%
5,409
-195
138
$438K 0.08%
8,333
+1,227
139
$438K 0.08%
3,750
+740
140
$433K 0.08%
4,579
+1,515
141
$431K 0.08%
9,161
+1,077
142
$431K 0.08%
6,890
+330
143
$430K 0.08%
6,270
-397
144
$428K 0.08%
8,174
+1,196
145
$419K 0.08%
5,472
-2
146
$417K 0.08%
10,150
+4,863
147
$414K 0.08%
14,899
-4,978
148
$412K 0.08%
3,946
+720
149
$401K 0.08%
5,369
-168
150
$399K 0.08%
4,833
-206
4 5
6
7 8