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
276
$257K 0.03%
+2,123
277
$255K 0.03%
5,516
278
$254K 0.03%
895
-43
279
$253K 0.03%
+909
280
$250K 0.03%
2,075
-1,425
281
$250K 0.03%
1,189
-48
282
$246K 0.03%
915
+38
283
$245K 0.03%
+1,961
284
$243K 0.03%
1,649
-130
285
$241K 0.03%
3,856
-585
286
$234K 0.02%
+2,105
287
$234K 0.02%
4,723
288
$232K 0.02%
+1,790
289
$231K 0.02%
+23,427
290
$229K 0.02%
13,213
-4,823
291
$229K 0.02%
6,329
-916
292
$225K 0.02%
4,453
-206
293
$222K 0.02%
76,545
-12,993
294
$219K 0.02%
37,336
295
$216K 0.02%
+1,470
296
$213K 0.02%
+6,989
297
$213K 0.02%
+2,197
298
$210K 0.02%
666
+3
299
$209K 0.02%
+1,896
300
$205K 0.02%
+5,372
10 11
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