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
$522M
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$15.4M
3
+$9.33M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$9.32M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$7.05M

Top Sells

1
+$1.75M
2
+$1.05M
3
+$911K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$759K
5
VUG icon
Vanguard Growth ETF
VUG
+$661K

Sector Composition

1 Financials 7.88%
2 Technology 5.94%
3 Healthcare 5.16%
4 Industrials 3.79%
5 Consumer Staples 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$227K 0.04%
5,870
-1,194
227
$226K 0.04%
2,300
228
$226K 0.04%
106
229
$224K 0.04%
2,363
-56
230
$221K 0.04%
11,484
231
$219K 0.04%
3,071
232
$217K 0.04%
3,253
+109
233
$215K 0.04%
3,042
-321
234
$215K 0.04%
939
-227
235
$212K 0.04%
4,754
-1,336
236
$211K 0.04%
1,278
-367
237
$211K 0.04%
+1,343
238
$211K 0.04%
11,904
+970
239
$209K 0.04%
969
-51
240
$206K 0.04%
4,865
-1,340
241
$205K 0.04%
+3,074
242
$205K 0.04%
+4,637
243
$203K 0.04%
3,663
-504
244
$202K 0.04%
1,329
-231
245
$194K 0.04%
22,647
-10,087
246
$184K 0.04%
10,221
-7,337
247
$178K 0.03%
2,711
-682
248
$171K 0.03%
+13,773
249
$149K 0.03%
18,590
-2,755
250
$143K 0.03%
11,044
-1,195
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10
11 12