AWM

Altium Wealth Management Portfolio holdings

AUM $1.39B
1-Year Est. Return 12.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-12.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$690M
AUM Growth
+$62.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$9.54M
3
+$4.59M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.55M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.69M

Top Sells

1
+$3.17M
2
+$1.94M
3
+$1.57M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.45M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.43M

Sector Composition

1 Financials 6.67%
2 Technology 5.24%
3 Healthcare 3.46%
4 Consumer Staples 2.52%
5 Industrials 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-2,988
252
– –
-4,205
253
– –
-4,491
254
– –
-1,226
255
– –
-3,653
256
– –
-2,574
257
– –
-3,171
258
– –
-3,280
259
– –
-3,632
260
– –
-4,964
261
– –
-2,192
262
– –
-5,213
263
– –
-5,409
264
– –
-4,718
265
– –
-2,451
7 8 9 10
11