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
$219M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$18.4M
3
+$12.4M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$10.5M
5
BRK.B icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
0
152
– –
0
153
– –
0
154
$178K 0.08%
+7,094
155
$62K 0.03%
+100
156
$29K 0.01%
+11,648
3 4 5 6
7