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
$254M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$9.88M
2
+$4.48M
3
+$3.05M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.59M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.44M

Top Sells

1
+$426K
2
+$388K
3
+$282K
4
HIG icon
Hartford Financial Services
HIG
+$276K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$231K

Sector Composition

1 Financials 7.96%
2 Technology 3.79%
3 Healthcare 2.85%
4 Industrials 2.82%
5 Communication Services 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$581K 0.23%
11,171
+1,505
77
$556K 0.22%
7,322
+2,265
78
$548K 0.22%
3,212
+369
79
$537K 0.21%
3,364
+525
80
$528K 0.21%
5,924
+394
81
$514K 0.2%
20,205
-3,204
82
$509K 0.2%
19,961
+5,627
83
$508K 0.2%
20,039
-3,175
84
$505K 0.2%
5,930
+7
85
$496K 0.2%
9,537
86
$486K 0.19%
5,875
+1,035
87
$485K 0.19%
6,424
-878
88
$472K 0.19%
5,907
-97
89
$468K 0.18%
9,974
+497
90
$463K 0.18%
6,774
+456
91
$461K 0.18%
8,928
92
$460K 0.18%
3,852
+1,138
93
$456K 0.18%
10,640
+2,585
94
$448K 0.18%
18,024
+5,620
95
$446K 0.18%
3,218
+814
96
$442K 0.17%
4,034
+135
97
$431K 0.17%
+9,402
98
$431K 0.17%
3,103
+196
99
$420K 0.17%
20,000
100
$413K 0.16%
7,676
+1,220
2 3
4
5 6