AWM
Altium Wealth Management Portfolio holdings
AUM
$1.39B
1-Year Est. Return
12.44%
1 Year Est. Return
-12.44%
AUM
$1.55B
AUM Growth
-$95K
(-0.01%)
Holding
411
Top Buys
| 1 | +$22.1M | |
| 2 | +$18.5M | |
| 3 | +$11.8M | |
| 4 |
Invesco Variable Rate Preferred ETF
VRP
|
+$7.44M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$5.7M |
Top Sells
| 1 | +$19.5M | |
| 2 | +$11.9M | |
| 3 | +$10.4M | |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$7.04M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$1.34M |
Sector Composition
| 1 | Technology | 9.4% |
| 2 | Financials | 7.19% |
| 3 | Healthcare | 4.09% |
| 4 | Consumer Discretionary | 3.52% |
| 5 | Communication Services | 2.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Novartis
NVS
$261B
| $1.39M | 0.09% |
15,839
+6,084
|
|
||
127
Zoetis
ZTS
$53.9B
| $1.38M | 0.09% |
7,338
+713
|
|
||
128
Linde
LIN
$197B
| $1.35M | 0.09% |
4,233
+523
|
|
||
129
Morgan Stanley
MS
$281B
| $1.34M | 0.09% |
15,351
-254
|
|
||
130
GSK
GSK
$98.1B
| $1.32M | 0.09% |
24,224
+3,227
|
|
||
131
Bristol-Myers Squibb
BMY
$110B
| $1.31M | 0.08% |
18,002
+3,463
|
|
||
132
Starbucks
SBUX
$100B
| $1.31M | 0.08% |
14,357
-286
|
|
||
133
TotalEnergies
TTE
$141B
| $1.3M | 0.08% |
25,773
+1,667
|
|
||
134
Amgen
AMGN
$176B
| $1.28M | 0.08% |
5,304
+579
|
|
||
135
Boeing
BA
$168B
| $1.23M | 0.08% |
6,434
+811
|
|
||
136
iShares Preferred and Income Securities ETF
PFF
$14.3B
| $1.23M | 0.08% |
33,652
-10,107
|
|
||
137
Sony
SONY
$151B
| $1.23M | 0.08% |
59,610
+8,700
|
|
||
138
Aon
AON
$75.2B
| $1.2M | 0.08% |
3,696
+731
|
|
||
139
American Tower
AMT
$80.7B
| $1.16M | 0.07% |
4,613
+2,199
|
|
||
140
Brookfield
BN
$102B
| $1.16M | 0.07% |
37,873
|
|
||
141
iShares Russell 1000 Value ETF
IWD
$69.3B
| $1.15M | 0.07% |
6,946
-22
|
|
||
142
Rio Tinto
RIO
$127B
| $1.15M | 0.07% |
14,309
+2,063
|
|
||
143
Moody's
MCO
$89.7B
| $1.1M | 0.07% |
3,255
+354
|
|
||
144
Sumitomo Mitsui Financial
SMFG
$123B
| $1.09M | 0.07% |
173,751
+1,554
|
|
||
145
Sherwin-Williams
SHW
$79.5B
| $1.09M | 0.07% |
4,357
+592
|
|
||
|
LBAI
146
DELISTED
Lakeland Bancorp Inc
LBAI
| $1.09M | 0.07% |
65,005
|
|
||
147
Southern Company
SO
$93.9B
| $1.08M | 0.07% |
14,936
+2,065
|
|
||
148
Broadridge
BR
$26.4B
| $1.08M | 0.07% |
6,925
|
|
||
149
Consolidated Edison
ED
$35.4B
| $1.07M | 0.07% |
11,320
+738
|
|
||
150
Equinor
EQNR
$57.1B
| $1.06M | 0.07% |
28,191
-14
|
|