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
$962M
AUM Growth
+$71.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$2.58M
3
+$1.41M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.37M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.07M

Top Sells

1
+$2.04M
2
+$1.63M
3
+$1.18M
4
IBMI
iShares iBonds Sep 2020 Term Muni Bond ETF
IBMI
+$998K
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$757K

Sector Composition

1 Technology 8.46%
2 Financials 5.85%
3 Healthcare 3.96%
4 Consumer Discretionary 3.09%
5 Communication Services 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.05M 0.53%
163,944
+11,928
27
$4.84M 0.5%
17,436
-2,172
28
$4.78M 0.5%
18,236
+456
29
$4M 0.42%
11,825
+15
30
$3.91M 0.41%
7,967
+116
31
$3.89M 0.4%
19,440
+731
32
$3.78M 0.39%
51,600
+500
33
$3.78M 0.39%
12,121
+401
34
$3.59M 0.37%
48,860
+1,300
35
$3.42M 0.36%
24,692
+189
36
$3.33M 0.35%
44,042
+1,165
37
$3.25M 0.34%
62,831
-6,652
38
$2.94M 0.31%
8,282
+122
39
$2.76M 0.29%
34,882
-1,228
40
$2.71M 0.28%
13,739
+1,075
41
$2.68M 0.28%
77,079
+1,853
42
$2.68M 0.28%
45,006
+1,033
43
$2.62M 0.27%
21,116
+595
44
$2.42M 0.25%
22,275
+8
45
$2.36M 0.25%
17,244
46
$2.29M 0.24%
13,904
+2,187
47
$2.27M 0.24%
4,025
+27
48
$2.22M 0.23%
44,959
+2,719
49
$2.2M 0.23%
8,747
+212
50
$2.19M 0.23%
60,094
+1,681
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