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
$375M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$9.54M
3
+$4.55M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.12M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.98M

Top Sells

1
+$1.46M
2
+$1.23M
3
+$1.06M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$732K
5
PIV
PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX
PIV
+$705K

Sector Composition

1 Financials 9.92%
2 Technology 6.86%
3 Healthcare 5.63%
4 Consumer Staples 4.02%
5 Industrials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$975K 0.26%
+71,692
77
$958K 0.26%
+5,614
78
$943K 0.25%
14,084
+4,121
79
$932K 0.25%
8,407
+1,577
80
$877K 0.23%
+12,668
81
$870K 0.23%
8,875
+1,009
82
$807K 0.22%
+7,008
83
$765K 0.2%
3,663
+2,066
84
$757K 0.2%
5,344
-1,684
85
$752K 0.2%
7,401
-82
86
$740K 0.2%
4,525
+2,768
87
$726K 0.19%
+21,489
88
$721K 0.19%
13,560
+4,023
89
$714K 0.19%
8,713
+2,838
90
$710K 0.19%
5,203
+1,932
91
$703K 0.19%
+23,411
92
$689K 0.18%
+9,048
93
$684K 0.18%
+18,146
94
$671K 0.18%
6,289
-628
95
$663K 0.18%
3,594
+382
96
$663K 0.18%
10,607
+481
97
$661K 0.18%
11,941
+1,980
98
$658K 0.18%
4,767
+1,549
99
$654K 0.17%
+12,304
100
$637K 0.17%
15,540
+9,219
2 3
4
5 6