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
$962M
AUM Growth
+$71.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$2.58M
3
+$1.41M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.37M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.07M

Top Sells

1
+$2.04M
2
+$1.63M
3
+$1.18M
4
IBMI
iShares iBonds Sep 2020 Term Muni Bond ETF
IBMI
+$998K
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$757K

Sector Composition

1 Technology 8.46%
2 Financials 5.85%
3 Healthcare 3.96%
4 Consumer Discretionary 3.09%
5 Communication Services 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$361K 0.04%
14,680
-1,150
227
$360K 0.04%
3,084
+287
228
$359K 0.04%
9,656
+238
229
$355K 0.04%
+5,875
230
$354K 0.04%
466
+15
231
$353K 0.04%
+4,309
232
$352K 0.04%
1,550
-219
233
$349K 0.04%
3,773
+16
234
$348K 0.04%
10,127
-184
235
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5,303
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236
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186,790
-4,036
237
$330K 0.03%
2,237
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238
$328K 0.03%
13,538
-562
239
$327K 0.03%
24,388
+1,568
240
$327K 0.03%
13,596
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241
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2,875
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242
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243
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+1,252
244
$313K 0.03%
2,940
245
$312K 0.03%
4,339
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246
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+31,291
247
$310K 0.03%
5,977
-443
248
$309K 0.03%
1,849
-98
249
$309K 0.03%
1,400
-31
250
$306K 0.03%
8,032
-477
8 9
10
11 12