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
$690M
AUM Growth
+$62.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$9.54M
3
+$4.59M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.55M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.69M

Top Sells

1
+$3.17M
2
+$1.94M
3
+$1.57M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.45M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.43M

Sector Composition

1 Financials 6.67%
2 Technology 5.24%
3 Healthcare 3.46%
4 Consumer Staples 2.52%
5 Industrials 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.2M 0.46%
19,339
-213
27
$3.09M 0.45%
24,843
+2,914
28
$3.02M 0.44%
63,193
-4,975
29
$2.88M 0.42%
52,562
+1,768
30
$2.78M 0.4%
33,096
-1,754
31
$2.73M 0.4%
17,420
-20
32
$2.71M 0.39%
33,882
-456
33
$2.67M 0.39%
105,566
-9,801
34
$2.66M 0.39%
64,760
-8,615
35
$2.56M 0.37%
18,359
+42
36
$2.54M 0.37%
42,621
+28,275
37
$2.44M 0.35%
+42,100
38
$2.41M 0.35%
18,350
+1,148
39
$2.39M 0.35%
9,045
+1,420
40
$2.34M 0.34%
13,478
+198
41
$2.27M 0.33%
11,782
+1,274
42
$2.25M 0.33%
17,244
43
$2.12M 0.31%
12,992
-43
44
$2.09M 0.3%
36,658
-12,338
45
$2.09M 0.3%
31,411
+8,030
46
$2.09M 0.3%
38,540
+3,340
47
$1.96M 0.28%
14,875
-293
48
$1.95M 0.28%
6,630
+1,159
49
$1.92M 0.28%
37,691
+119
50
$1.91M 0.28%
6
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2
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