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
26
$2.66M 0.71%
21,890
+5,011
27
$2.65M 0.71%
45,761
+34,590
28
$2.63M 0.7%
24,137
+8,401
29
$2.6M 0.69%
42,699
+37,081
30
$2.51M 0.67%
50,573
+29,050
31
$2.35M 0.63%
12,030
+7,074
32
$2.26M 0.6%
17,849
+8,528
33
$2.26M 0.6%
8
+3
34
$2.03M 0.54%
59,069
+16,720
35
$2.01M 0.54%
15,031
+13,027
36
$1.94M 0.52%
24,872
+12,419
37
$1.9M 0.51%
17,994
+2,588
38
$1.88M 0.5%
43,723
+33,083
39
$1.86M 0.5%
22,344
-17,595
40
$1.73M 0.46%
30,660
+6,280
41
$1.7M 0.45%
+16,102
42
$1.63M 0.44%
4,599
+630
43
$1.58M 0.42%
10,023
-1,807
44
$1.49M 0.4%
18,466
+11,735
45
$1.49M 0.4%
17,516
-14,505
46
$1.48M 0.39%
7,605
+4,241
47
$1.46M 0.39%
+23,439
48
$1.45M 0.39%
13,286
+3,614
49
$1.43M 0.38%
10,784
+6,932
50
$1.4M 0.37%
49,708
+29,809
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