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
$742M
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$7.91M
3
+$3.95M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.63M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.31M

Top Sells

1
+$1.3M
2
+$481K
3
+$407K
4
CDK
CDK Global, Inc.
CDK
+$374K
5
ADP icon
Automatic Data Processing
ADP
+$292K

Sector Composition

1 Financials 6.69%
2 Technology 5.26%
3 Healthcare 3.28%
4 Consumer Staples 2.57%
5 Communication Services 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.25M 0.44%
27,406
+2,563
27
$3.16M 0.43%
110,684
+5,118
28
$3.14M 0.42%
44,454
+1,825
29
$2.9M 0.39%
43,216
+11,805
30
$2.88M 0.39%
34,392
+1,296
31
$2.84M 0.38%
10,469
+1,424
32
$2.83M 0.38%
17,528
-1,811
33
$2.81M 0.38%
34,975
+1,093
34
$2.77M 0.37%
42,714
+93
35
$2.74M 0.37%
17,820
+400
36
$2.65M 0.36%
53,618
+1,056
37
$2.64M 0.36%
19,252
+902
38
$2.61M 0.35%
42,536
+436
39
$2.59M 0.35%
42,460
+3,920
40
$2.51M 0.34%
14,612
+1,134
41
$2.48M 0.33%
19,046
+687
42
$2.31M 0.31%
12,954
+1,172
43
$2.3M 0.31%
38,056
+1,398
44
$2.27M 0.31%
17,244
45
$2.27M 0.31%
66,464
+1,704
46
$2.23M 0.3%
36,560
+3,760
47
$2.17M 0.29%
15,595
+720
48
$2.14M 0.29%
12,882
-110
49
$2.08M 0.28%
71,166
+5,835
50
$2.02M 0.27%
37,076
-615
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