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
$690M
AUM Growth
+$62.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$9.54M
3
+$4.59M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.55M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.69M

Top Sells

1
+$3.17M
2
+$1.94M
3
+$1.57M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.45M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.43M

Sector Composition

1 Financials 6.67%
2 Technology 5.24%
3 Healthcare 3.46%
4 Consumer Staples 2.52%
5 Industrials 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.9M 0.27%
65,331
+13,630
52
$1.82M 0.26%
14,755
+1,319
53
$1.77M 0.26%
32,800
+1,400
54
$1.69M 0.24%
+18,230
55
$1.61M 0.23%
6,076
+481
56
$1.6M 0.23%
7,684
+340
57
$1.55M 0.22%
56,098
-51,733
58
$1.54M 0.22%
36,414
+2,689
59
$1.54M 0.22%
6,295
-714
60
$1.5M 0.22%
20,695
-1,970
61
$1.5M 0.22%
18,326
+2,044
62
$1.49M 0.22%
13,393
-154
63
$1.49M 0.22%
15,711
+1,886
64
$1.44M 0.21%
8,226
+1,263
65
$1.43M 0.21%
18,325
-18,621
66
$1.39M 0.2%
2,958
-1,064
67
$1.37M 0.2%
8,103
+991
68
$1.36M 0.2%
28,799
+257
69
$1.31M 0.19%
7,092
+1,043
70
$1.26M 0.18%
8,673
-1,262
71
$1.2M 0.17%
15,300
-4,396
72
$1.18M 0.17%
21,936
-6,638
73
$1.16M 0.17%
16,536
+1,145
74
$1.15M 0.17%
17,813
-24
75
$1.13M 0.16%
80,892
1 2
3
4 5