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
$1.36B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$11.3M
3
+$7.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.42M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$2.89M

Top Sells

1
+$7M
2
+$895K
3
+$869K
4
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$863K
5
VTV icon
Vanguard Value ETF
VTV
+$673K

Sector Composition

1 Technology 8.18%
2 Financials 6.51%
3 Healthcare 3.47%
4 Consumer Discretionary 3.18%
5 Communication Services 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.03M 0.08%
21,981
-3,675
127
$1.03M 0.08%
7,318
+1,172
128
$1.03M 0.08%
10,400
+527
129
$1.02M 0.07%
15,178
-596
130
$996K 0.07%
6,277
131
$988K 0.07%
182,321
+15,410
132
$987K 0.07%
8,261
+230
133
$984K 0.07%
2,008
+87
134
$974K 0.07%
2,687
+18
135
$972K 0.07%
26,491
136
$950K 0.07%
6,135
-114
137
$915K 0.07%
6,195
138
$899K 0.07%
5,811
+249
139
$896K 0.07%
52,894
-2,061
140
$890K 0.07%
8,498
-260
141
$884K 0.06%
10,596
+238
142
$884K 0.06%
2,507
+203
143
$879K 0.06%
41,490
144
$875K 0.06%
3,028
+64
145
$859K 0.06%
7,329
+209
146
$852K 0.06%
9,999
147
$852K 0.06%
3,444
+246
148
$848K 0.06%
18,728
+1,279
149
$843K 0.06%
3,094
+301
150
$839K 0.06%
1,163
+52
4 5
6
7 8