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
251
$201K 0.05%
+8,039
252
$200K 0.05%
2,562
-9,374
253
$193K 0.05%
+10,934
254
$175K 0.05%
+12,239
255
$166K 0.04%
+21,345
256
$165K 0.04%
+49,538
257
$143K 0.04%
5,968
-785
258
$110K 0.03%
+72,442
259
$89K 0.02%
+17,358
260
$82K 0.02%
+17,739
261
$55K 0.01%
+10,820
262
$47K 0.01%
17,360
+5,712
263
$45K 0.01%
100
264
– –
-2,323
265
– –
-9,061
266
– –
-7,535
267
– –
-7,293
268
– –
-13,788
269
– –
-15,782
270
– –
-10,288
271
– –
-1,630
272
– –
-5,050
273
– –
-22,004
274
– –
-3,190
275
– –
-4,966
8 9 10
11
12