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
$375M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$9.54M
3
+$4.55M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.12M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.98M

Top Sells

1
+$1.46M
2
+$1.23M
3
+$1.06M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$732K
5
PIV
PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX
PIV
+$705K

Sector Composition

1 Financials 9.92%
2 Technology 6.86%
3 Healthcare 5.63%
4 Consumer Staples 4.02%
5 Industrials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$228K 0.06%
+2,300
227
$227K 0.06%
+6,205
228
$223K 0.06%
3,332
-18
229
$223K 0.06%
+1,020
230
$222K 0.06%
2,419
+302
231
$222K 0.06%
+1,148
232
$221K 0.06%
+2,238
233
$221K 0.06%
+3,393
234
$220K 0.06%
+1,601
235
$220K 0.06%
+4,401
236
$220K 0.06%
+1,391
237
$215K 0.06%
+3,144
238
$213K 0.06%
+1,291
239
$212K 0.06%
+1,486
240
$212K 0.06%
+1,560
241
$210K 0.06%
3,634
+803
242
$210K 0.06%
11,484
-5,217
243
$209K 0.06%
+3,223
244
$208K 0.06%
+3,363
245
$208K 0.06%
+2,786
246
$205K 0.05%
+5,614
247
$203K 0.05%
+5,283
248
$202K 0.05%
+405
249
$202K 0.05%
+4,640
250
$202K 0.05%
+3,071
8 9
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