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
176
$318K 0.06%
1,057
+222
177
$312K 0.06%
1,587
+33
178
$306K 0.06%
+6,000
179
$303K 0.06%
6,627
-1,993
180
$299K 0.06%
1,890
+266
181
$298K 0.06%
1,901
+204
182
$295K 0.06%
1,341
-24
183
$292K 0.06%
3,189
+111
184
$291K 0.06%
1,978
+635
185
$289K 0.06%
168
-7
186
$287K 0.05%
+5,810
187
$286K 0.05%
6,649
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188
$284K 0.05%
1,955
+340
189
$284K 0.05%
+8,844
190
$277K 0.05%
1,715
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191
$277K 0.05%
1,058
-207
192
$277K 0.05%
90
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193
$272K 0.05%
5,190
-3,788
194
$272K 0.05%
3,333
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195
$269K 0.05%
1,686
-18
196
$269K 0.05%
3,161
197
$267K 0.05%
3,551
-398
198
$263K 0.05%
+1,758
199
$260K 0.05%
2,614
-234
200
$258K 0.05%
+1,639
6 7
8
9 10