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
201
$685K 0.04%
3,280
-393
202
$681K 0.04%
24,637
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203
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204
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205
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206
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207
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208
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22,382
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209
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133,562
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210
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22,570
211
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5,229
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212
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213
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214
$618K 0.04%
6,948
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215
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216
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217
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218
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21,367
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21,971
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223
$561K 0.04%
15,009
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224
$558K 0.04%
84,748
-1,038
225
$555K 0.04%
21,278
+1,368
7 8
9
10 11