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
$522M
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$15.4M
3
+$9.33M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$9.32M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$7.05M

Top Sells

1
+$1.75M
2
+$1.05M
3
+$911K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$759K
5
VUG icon
Vanguard Growth ETF
VUG
+$661K

Sector Composition

1 Financials 7.88%
2 Technology 5.94%
3 Healthcare 5.16%
4 Industrials 3.79%
5 Consumer Staples 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.58M 0.3%
23,355
-84
52
$1.56M 0.3%
17,238
-278
53
$1.55M 0.3%
33,616
+3,001
54
$1.52M 0.29%
42,823
+25,979
55
$1.49M 0.29%
6,681
+291
56
$1.45M 0.28%
5,463
+990
57
$1.45M 0.28%
12,371
+2,518
58
$1.36M 0.26%
36,589
+18,443
59
$1.36M 0.26%
8,258
+653
60
$1.35M 0.26%
25,601
+3,105
61
$1.34M 0.26%
8,434
+3,667
62
$1.33M 0.26%
22,380
+3,740
63
$1.33M 0.25%
3,565
+567
64
$1.3M 0.25%
7,018
-113
65
$1.22M 0.23%
9,657
-1,698
66
$1.22M 0.23%
11,448
+2,573
67
$1.19M 0.23%
89,955
+2,868
68
$1.19M 0.23%
13,626
-8,718
69
$1.13M 0.22%
6,885
-3,138
70
$1.13M 0.22%
26,193
+10,653
71
$1.12M 0.22%
4,162
-205
72
$1.12M 0.22%
15,665
+1,581
73
$1.07M 0.2%
6,387
-1,316
74
$995K 0.19%
8,747
+340
75
$992K 0.19%
5,887
-325
1 2
3
4 5