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
$375M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$9.54M
3
+$4.55M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.12M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.98M

Top Sells

1
+$1.46M
2
+$1.23M
3
+$1.06M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$732K
5
PIV
PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX
PIV
+$705K

Sector Composition

1 Financials 9.92%
2 Technology 6.86%
3 Healthcare 5.63%
4 Consumer Staples 4.02%
5 Industrials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.38M 0.37%
11,355
+2,741
52
$1.34M 0.36%
30,615
+11,908
53
$1.26M 0.34%
16,076
+7,721
54
$1.26M 0.34%
6,390
+2,814
55
$1.25M 0.33%
22,496
+15,244
56
$1.22M 0.33%
7,131
+696
57
$1.21M 0.32%
+7,703
58
$1.15M 0.31%
7,353
-2,690
59
$1.14M 0.3%
6,934
+2,962
60
$1.13M 0.3%
22,516
+7,812
61
$1.11M 0.3%
45,755
+12,844
62
$1.1M 0.29%
4,473
+2,953
63
$1.1M 0.29%
25,304
+5,190
64
$1.09M 0.29%
13,810
-3,437
65
$1.08M 0.29%
87,087
-51,843
66
$1.08M 0.29%
16,603
+12,192
67
$1.07M 0.29%
20,240
-2,416
68
$1.07M 0.29%
7,436
+43
69
$1.06M 0.28%
4,367
+1,357
70
$1.06M 0.28%
18,621
+12,814
71
$1.05M 0.28%
22,134
-22,371
72
$1.04M 0.28%
18,640
+4,720
73
$1.03M 0.28%
9,853
+3,978
74
$1.02M 0.27%
6,212
+1,947
75
$1.01M 0.27%
2,998
+65
1 2
3
4 5