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
$522M
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$15.4M
3
+$9.33M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$9.32M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$7.05M

Top Sells

1
+$1.75M
2
+$1.05M
3
+$911K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$759K
5
VUG icon
Vanguard Growth ETF
VUG
+$661K

Sector Composition

1 Financials 7.88%
2 Technology 5.94%
3 Healthcare 5.16%
4 Industrials 3.79%
5 Consumer Staples 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.18M 0.61%
21,113
-97
27
$3.15M 0.6%
33,330
+1,173
28
$2.92M 0.56%
14,121
+2,091
29
$2.87M 0.55%
17,805
-4,102
30
$2.85M 0.55%
53,477
+30,961
31
$2.81M 0.54%
67,081
+8,012
32
$2.5M 0.48%
52,769
+2,196
33
$2.45M 0.47%
36,031
-7,193
34
$2.45M 0.47%
20,033
+2,184
35
$2.45M 0.47%
22,126
-5,319
36
$2.44M 0.47%
16,909
+1,878
37
$2.34M 0.45%
28,154
+3,282
38
$2.3M 0.44%
17,244
-750
39
$2.19M 0.42%
45,100
+1,377
40
$1.96M 0.38%
32,460
+1,800
41
$1.92M 0.37%
6
-2
42
$1.83M 0.35%
11,369
+9,978
43
$1.82M 0.35%
16,061
-41
44
$1.73M 0.33%
11,539
+755
45
$1.69M 0.32%
4,599
46
$1.66M 0.32%
27,554
+8,933
47
$1.66M 0.32%
14,847
+1,561
48
$1.66M 0.32%
20,302
+1,836
49
$1.65M 0.32%
9,391
+2,457
50
$1.61M 0.31%
54,722
+5,014
1
2
3 4 5