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
201
$257K 0.05%
5,393
+3
202
$238K 0.05%
3,775
-871
203
$234K 0.04%
2,564
-1
204
$233K 0.04%
4,491
-1,500
205
$227K 0.04%
3,004
+641
206
$223K 0.04%
3,027
-226
207
$218K 0.04%
6,496
208
$216K 0.04%
10,129
+2,095
209
$216K 0.04%
14,597
-429
210
$214K 0.04%
4,128
-47
211
$212K 0.04%
5,113
-2,778
212
$208K 0.04%
+6,885
213
$202K 0.04%
2,313
+414
214
$202K 0.04%
2,400
+100
215
$202K 0.04%
+4,423
216
$202K 0.04%
3,362
-1,281
217
$201K 0.04%
60,080
-38,360
218
$200K 0.04%
+2,805
219
$200K 0.04%
3,742
-60
220
$200K 0.04%
+1,192
221
$192K 0.04%
12,497
+593
222
$181K 0.03%
+13,554
223
$141K 0.03%
5,728
-261
224
$115K 0.02%
114,189
+41,747
225
$103K 0.02%
10,943
-2,830
7 8
9
10 11