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
$627M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$9.59M
2
+$7.95M
3
+$5.35M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$5.31M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.83M

Top Sells

1
+$990K
2
+$929K
3
+$575K
4
BND icon
Vanguard Total Bond Market
BND
+$560K
5
BA icon
Boeing
BA
+$332K

Sector Composition

1 Financials 6.61%
2 Technology 5.16%
3 Healthcare 4.07%
4 Consumer Staples 2.93%
5 Communication Services 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.96M 0.47%
73,375
-651
27
$2.91M 0.46%
15,146
+458
28
$2.9M 0.46%
48,996
+3,339
29
$2.79M 0.44%
34,850
+519
30
$2.77M 0.44%
107,831
-7,682
31
$2.74M 0.44%
50,794
+2,116
32
$2.73M 0.44%
36,946
-1,566
33
$2.73M 0.44%
115,367
+8,694
34
$2.73M 0.43%
34,338
-682
35
$2.7M 0.43%
21,929
+2,055
36
$2.67M 0.43%
17,440
-960
37
$2.11M 0.34%
17,202
+753
38
$2.07M 0.33%
13,280
+189
39
$2.07M 0.33%
35,200
+2,000
40
$2.05M 0.33%
15,168
+357
41
$2.04M 0.33%
13,035
-586
42
$2.03M 0.32%
18,317
+1,523
43
$2.03M 0.32%
17,244
44
$1.95M 0.31%
+11,072
45
$1.84M 0.29%
31,400
+2,280
46
$1.84M 0.29%
28,318
-884
47
$1.83M 0.29%
22,665
-776
48
$1.81M 0.29%
6
49
$1.8M 0.29%
15,804
-971
50
$1.79M 0.29%
7,625
+515
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