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
$962M
AUM Growth
+$71.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$2.58M
3
+$1.41M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.37M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.07M

Top Sells

1
+$2.04M
2
+$1.63M
3
+$1.18M
4
IBMI
iShares iBonds Sep 2020 Term Muni Bond ETF
IBMI
+$998K
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$757K

Sector Composition

1 Technology 8.46%
2 Financials 5.85%
3 Healthcare 3.96%
4 Consumer Discretionary 3.09%
5 Communication Services 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.17M 0.23%
160,240
+16,600
52
$2.14M 0.22%
9,465
+93
53
$2.12M 0.22%
29,375
-1,257
54
$2.1M 0.22%
4,768
+120
55
$2.1M 0.22%
9,556
+197
56
$2.02M 0.21%
10,247
-14
57
$1.98M 0.21%
57,705
-14,242
58
$1.97M 0.2%
14,087
-391
59
$1.96M 0.2%
11,783
+917
60
$1.93M 0.2%
80,038
+1,184
61
$1.92M 0.2%
41,407
+1,527
62
$1.91M 0.2%
48,359
-5,714
63
$1.82M 0.19%
31,721
+232
64
$1.81M 0.19%
84,008
-14,969
65
$1.8M 0.19%
12,576
+390
66
$1.78M 0.19%
10,731
+395
67
$1.75M 0.18%
25,296
-1,000
68
$1.75M 0.18%
15,064
-2,384
69
$1.72M 0.18%
7,129
+141
70
$1.71M 0.18%
12,768
+131
71
$1.68M 0.17%
6,597
-56
72
$1.65M 0.17%
32,910
+880
73
$1.6M 0.17%
5
74
$1.56M 0.16%
12,422
+337
75
$1.55M 0.16%
15,420
-19
1 2
3
4 5