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
$1.55B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$8.7M
3
+$3.89M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$3.37M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.88M

Top Sells

1
+$4.14M
2
+$1.1M
3
+$553K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$451K
5
SAN icon
Banco Santander
SAN
+$449K

Sector Composition

1 Technology 9.29%
2 Financials 6.68%
3 Healthcare 3.78%
4 Consumer Discretionary 3.56%
5 Communication Services 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.23M 0.08%
65,005
127
$1.23M 0.08%
11,923
-1,217
128
$1.23M 0.08%
37,873
+128
129
$1.21M 0.08%
11,562
+356
130
$1.21M 0.08%
3,986
+321
131
$1.19M 0.08%
13,424
+4,225
132
$1.19M 0.08%
24,106
+1,256
133
$1.17M 0.08%
6,968
+691
134
$1.17M 0.08%
172,197
+126,470
135
$1.16M 0.07%
16,116
+1,323
136
$1.16M 0.07%
6,714
+1,444
137
$1.16M 0.07%
20,997
+4,014
138
$1.14M 0.07%
+27,239
139
$1.14M 0.07%
18,205
+2,416
140
$1.13M 0.07%
2,901
+181
141
$1.13M 0.07%
5,623
-867
142
$1.08M 0.07%
6,235
+40
143
$1.08M 0.07%
7,516
+588
144
$1.08M 0.07%
7,564
+1,457
145
$1.08M 0.07%
14,197
+2,924
146
$1.06M 0.07%
4,725
-466
147
$1.05M 0.07%
32,166
+8,563
148
$1.05M 0.07%
41,400
-90
149
$1.04M 0.07%
3,031
+369
150
$1.03M 0.07%
10,044
+45
4 5
6
7 8