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
76
$1.53M 0.16%
9,926
-555
77
$1.5M 0.16%
25,687
+1,417
78
$1.49M 0.15%
19,800
+980
79
$1.45M 0.15%
24,306
+106
80
$1.37M 0.14%
15,634
-1,633
81
$1.37M 0.14%
22,659
+467
82
$1.24M 0.13%
129,915
+13,807
83
$1.21M 0.13%
11,608
-383
84
$1.19M 0.12%
7,553
-192
85
$1.17M 0.12%
10,181
+190
86
$1.16M 0.12%
8,106
-84
87
$1.15M 0.12%
6,004
+379
88
$1.12M 0.12%
5,588
+31
89
$1.08M 0.11%
30,248
+9,675
90
$1.06M 0.11%
29,190
+1,410
91
$1.05M 0.11%
6,189
-218
92
$1.05M 0.11%
9,076
93
$1.04M 0.11%
4,789
-25
94
$1.01M 0.11%
38,236
-267
95
$1M 0.1%
11,642
+473
96
$998K 0.1%
15,227
+710
97
$996K 0.1%
38,441
-295
98
$977K 0.1%
8,302
+132
99
$970K 0.1%
2,886
-74
100
$946K 0.1%
10,091
-19
2 3
4
5 6