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
$254M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$9.88M
2
+$4.48M
3
+$3.05M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.59M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.44M

Top Sells

1
+$426K
2
+$388K
3
+$282K
4
HIG icon
Hartford Financial Services
HIG
+$276K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$231K

Sector Composition

1 Financials 7.96%
2 Technology 3.79%
3 Healthcare 2.85%
4 Industrials 2.82%
5 Communication Services 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.88M 0.74%
15,406
27
$1.82M 0.72%
11,830
+161
28
$1.71M 0.67%
15,736
-135
29
$1.68M 0.66%
138,930
-4,359
30
$1.63M 0.64%
17,811
+2,605
31
$1.62M 0.64%
22,420
+3,920
32
$1.5M 0.59%
5
+1
33
$1.48M 0.58%
10,043
-52
34
$1.43M 0.56%
42,349
+4,587
35
$1.38M 0.54%
17,247
-5,329
36
$1.36M 0.53%
3,969
37
$1.26M 0.5%
24,380
+5,100
38
$1.22M 0.48%
22,656
39
$1.12M 0.44%
21,523
+5,243
40
$1.06M 0.42%
9,321
-609
41
$1.05M 0.41%
9,672
+993
42
$1.03M 0.41%
8,614
-13
43
$1.03M 0.41%
6,435
+242
44
$1.01M 0.4%
7,393
+1
45
$987K 0.39%
12,453
+534
46
$971K 0.38%
20,114
+873
47
$961K 0.38%
2,933
+428
48
$944K 0.37%
7,028
+911
49
$936K 0.37%
11,936
+222
50
$887K 0.35%
32,911
+1,825
1
2
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