Instuitional Investor - Altium Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Altium Wealth Management Llc |
| Portfolio Value | $1,388,954,000 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 482,795 | $167,472,000 | 12.05% | |
| 2. | Ishares Tr | 2,172,132 | $127,830,000 | 9.2% | |
| 3. | IEF | 298,638 | $67,561,000 | 4.86% | |
| 4. | Ishares Inc | 1,240,049 | $60,837,000 | 4.38% | |
| 5. | Vanguard Tax-Managed Intl Fd | 1,436,805 | $58,622,000 | 4.22% |
