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
$742M
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$7.91M
3
+$3.95M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.63M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.31M

Top Sells

1
+$1.3M
2
+$481K
3
+$407K
4
CDK
CDK Global, Inc.
CDK
+$374K
5
ADP icon
Automatic Data Processing
ADP
+$292K

Sector Composition

1 Financials 6.69%
2 Technology 5.26%
3 Healthcare 3.28%
4 Consumer Staples 2.57%
5 Communication Services 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$229K 0.03%
+4,847
227
$226K 0.03%
3,280
+85
228
$226K 0.03%
51,840
229
$223K 0.03%
1,535
+43
230
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-288
231
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130
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232
$220K 0.03%
7,177
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233
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2,282
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234
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+15,348
235
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+4,402
236
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7,464
-1,232
237
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238
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239
$211K 0.03%
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240
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+3,494
241
$211K 0.03%
+2,217
242
$210K 0.03%
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243
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244
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1,148
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245
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+1,903
246
$207K 0.03%
+8,018
247
$206K 0.03%
+6,201
248
$172K 0.02%
+20,000
249
$163K 0.02%
10,544
250
$162K 0.02%
5,731
-1,089
7 8 9
10
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