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
$522M
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$15.4M
3
+$9.33M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$9.32M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$7.05M

Top Sells

1
+$1.75M
2
+$1.05M
3
+$911K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$759K
5
VUG icon
Vanguard Growth ETF
VUG
+$661K

Sector Composition

1 Financials 7.88%
2 Technology 5.94%
3 Healthcare 5.16%
4 Industrials 3.79%
5 Consumer Staples 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$987K 0.19%
6,060
+716
77
$986K 0.19%
4,199
+536
78
$970K 0.19%
6,221
-1,215
79
$968K 0.19%
71,692
80
$926K 0.18%
13,892
+3,285
81
$926K 0.18%
5,540
-74
82
$924K 0.18%
7,001
-7
83
$920K 0.18%
4,438
+844
84
$901K 0.17%
5,292
+767
85
$892K 0.17%
16,485
-118
86
$884K 0.17%
+17,960
87
$869K 0.17%
5,343
-2,010
88
$858K 0.16%
7,949
-16,188
89
$851K 0.16%
10,995
+5,699
90
$848K 0.16%
12,439
-229
91
$834K 0.16%
9,459
+411
92
$810K 0.16%
7,057
+895
93
$782K 0.15%
4,916
-287
94
$776K 0.15%
12,505
+564
95
$771K 0.15%
17,953
-7,351
96
$749K 0.14%
64,566
+39,714
97
$737K 0.14%
8,241
+660
98
$716K 0.14%
21,465
-24
99
$701K 0.13%
6,332
-1,069
100
$694K 0.13%
8,821
-4,989
2 3
4
5 6