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
$254M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$9.88M
2
+$4.48M
3
+$3.05M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.59M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.44M

Top Sells

1
+$426K
2
+$388K
3
+$282K
4
HIG icon
Hartford Financial Services
HIG
+$276K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$231K

Sector Composition

1 Financials 7.96%
2 Technology 3.79%
3 Healthcare 2.85%
4 Industrials 2.82%
5 Communication Services 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$883K 0.35%
4,956
+755
52
$813K 0.32%
18,707
+712
53
$780K 0.31%
6,917
-327
54
$756K 0.3%
7,483
-15
55
$737K 0.29%
70,080
+126
56
$733K 0.29%
7,866
+444
57
$730K 0.29%
3,972
+421
58
$718K 0.28%
13,920
+5,300
59
$705K 0.28%
23,622
60
$703K 0.28%
14,704
+3,430
61
$672K 0.26%
9,963
-1,562
62
$669K 0.26%
6,731
+1,052
63
$662K 0.26%
8,355
+987
64
$650K 0.26%
3,010
+497
65
$648K 0.25%
4,265
-83
66
$633K 0.25%
6,830
+130
67
$630K 0.25%
9,961
+17
68
$626K 0.25%
3,576
+518
69
$622K 0.24%
4,587
-59
70
$612K 0.24%
10,126
+1,669
71
$611K 0.24%
7,130
+60
72
$603K 0.24%
20,124
+1,014
73
$597K 0.23%
19,899
+4,451
74
$590K 0.23%
5,875
+488
75
$588K 0.23%
2,216
+807
1 2
3
4 5