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
$627M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$9.59M
2
+$7.95M
3
+$5.35M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$5.31M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.83M

Top Sells

1
+$990K
2
+$929K
3
+$575K
4
BND icon
Vanguard Total Bond Market
BND
+$560K
5
BA icon
Boeing
BA
+$332K

Sector Composition

1 Financials 6.61%
2 Technology 5.16%
3 Healthcare 4.07%
4 Consumer Staples 2.93%
5 Communication Services 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.76M 0.28%
37,572
-1,019
52
$1.75M 0.28%
10,508
+1,099
53
$1.74M 0.28%
19,696
-209
54
$1.73M 0.28%
7,009
+736
55
$1.73M 0.28%
9,935
+208
56
$1.72M 0.27%
4,022
-292
57
$1.51M 0.24%
23,381
+6,282
58
$1.47M 0.23%
13,436
+393
59
$1.46M 0.23%
5,471
+339
60
$1.46M 0.23%
13,547
-925
61
$1.43M 0.23%
51,701
+2,965
62
$1.43M 0.23%
28,574
+413
63
$1.4M 0.22%
7,344
-526
64
$1.39M 0.22%
24,267
-1,383
65
$1.38M 0.22%
28,542
+1,089
66
$1.35M 0.22%
5,595
+630
67
$1.35M 0.22%
33,725
+810
68
$1.32M 0.21%
16,282
+996
69
$1.29M 0.21%
13,825
-610
70
$1.19M 0.19%
7,112
+266
71
$1.11M 0.18%
6,963
+825
72
$1.1M 0.18%
80,892
73
$1.06M 0.17%
6,049
+400
74
$1.05M 0.17%
2,749
-871
75
$1.05M 0.17%
17,837
-26
1 2
3
4 5