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
$742M
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$7.91M
3
+$3.95M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.63M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.31M

Top Sells

1
+$1.3M
2
+$481K
3
+$407K
4
CDK
CDK Global, Inc.
CDK
+$374K
5
ADP icon
Automatic Data Processing
ADP
+$292K

Sector Composition

1 Financials 6.69%
2 Technology 5.26%
3 Healthcare 3.28%
4 Consumer Staples 2.57%
5 Communication Services 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.97M 0.27%
7,129
+499
52
$1.94M 0.26%
6,731
+655
53
$1.87M 0.25%
6
54
$1.86M 0.25%
15,750
+995
55
$1.77M 0.24%
35,191
+6,392
56
$1.77M 0.24%
39,235
+2,821
57
$1.73M 0.23%
+69,762
58
$1.65M 0.22%
9,746
+1,520
59
$1.65M 0.22%
18,284
+54
60
$1.64M 0.22%
7,658
-26
61
$1.59M 0.21%
18,548
+222
62
$1.58M 0.21%
14,162
+769
63
$1.57M 0.21%
7,234
+939
64
$1.57M 0.21%
55,958
-140
65
$1.5M 0.2%
9,258
+1,155
66
$1.49M 0.2%
7,752
+660
67
$1.48M 0.2%
18,381
+56
68
$1.47M 0.2%
3,302
+344
69
$1.47M 0.2%
15,630
-81
70
$1.47M 0.2%
19,413
-1,282
71
$1.38M 0.19%
100,892
+20,000
72
$1.35M 0.18%
19,584
+3,048
73
$1.26M 0.17%
22,767
+831
74
$1.2M 0.16%
15,858
+558
75
$1.17M 0.16%
20,032
+640
1 2
3
4 5