AW

Altium Wealth Management LLC

13F
Altium Wealth Management LLC
Last update 2022-07-22 361 Stocks (21 new)
Value $1.39 Bil Turnover 7 %
Countries:
Top Holdings: VOO(12.09%)IEFA(9.22%)IJH(4.88%)IEMG(4.39%)VEA(4.23%)
Summary Stock Picks Current Portfolio
Altium Wealth Management LLC Top Holdings of 2022-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO
Vanguard S&P 500 ETF
482,795
167,472.0
+4.00%
12.090
+0.46%
0.070
+23.47%
+6.60%
651,674.4
 
IEFA
iShares Core MSCI EAFE ETF
2,172,132
127,830.0
-2.53%
9.220
-0.25%
0.150
+23.74%
+19.69%
141,458.3
 
IJH
iShares Core S&P Mid-Cap ETF
1,493,190
67,561.0
-2.67%
4.880
-0.14%
0.120
+21.13%
+1.95%
96,551.0
 
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
1,240,049
60,837.0
+3.08%
4.390
+0.13%
0.090
+24.75%
+15.82%
95,221.8
 
VEA
Vanguard FTSE Developed Markets ETF
1,436,805
58,622.0
+12.24%
4.230
+0.46%
0.060
+24.12%
+19.66%
156,310.6
 
AAPL
Apple Inc
317,619
43,425.0
+2.23%
3.130
+0.07%
0.000
+15.85%
-15.96%
3,135,776.7
Hardware
VO
Vanguard Mid-Cap ETF
193,233
38,061.0
+18.07%
2.750
+0.42%
0.080
+21.93%
+7.74%
79,383.2
 
VWO
Vanguard FTSE Emerging Markets ETF
910,913
37,940.0
+19.00%
2.740
+0.44%
0.050
+22.61%
+12.68%
84,357.9
 
VTEB
Vanguard Tax-Exempt Bond ETF
648,667
32,381.0
+0.97%
2.340
+0.02%
0.180
+1.15%
-0.63%
35,668.2
 
IJR
iShares Core S&P Small-Cap ETF
334,817
30,940.0
-2.86%
2.230
-0.07%
0.050
+19.54%
-2.87%
80,180.9
 

Altium Wealth Management LLC's Historical Top Holdings Breakdowns

Altium Wealth Management LLC Total Holding History ($B)

To

Altium Wealth Management LLC's Asset Allocation

To

Altium Wealth Management LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Altium Wealth Management LLC's Hypothetical Growth since 2022-06-30

Altium Wealth Management LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Altium Wealth Management LLC's Holdings Heat Map

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Altium Wealth Management LLC's Holdings Bubble Chart

Altium Wealth Management LLC News

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