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
251
$306K 0.03%
5,496
252
$305K 0.03%
105,341
-24,400
253
$302K 0.03%
232,106
-28,448
254
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1,430
+134
255
$297K 0.03%
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256
$296K 0.03%
15,122
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257
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258
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259
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260
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261
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262
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263
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264
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265
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266
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267
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270
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1,944
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271
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272
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3,379
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273
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5,075
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274
$259K 0.03%
3,161
275
$257K 0.03%
262,251
-165,602
9 10
11
12 13