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
101
$401K 0.16%
7,434
+801
102
$385K 0.15%
9,948
+800
103
$381K 0.15%
3,271
+446
104
$380K 0.15%
7,252
+1,985
105
$371K 0.15%
22,004
+480
106
$366K 0.14%
10,698
+2,776
107
$362K 0.14%
5,807
+700
108
$355K 0.14%
14,378
109
$354K 0.14%
+4,695
110
$346K 0.14%
6,712
+548
111
$337K 0.13%
5,618
+886
112
$335K 0.13%
2,276
+302
113
$330K 0.13%
3,298
+23
114
$329K 0.13%
11,121
+2,928
115
$329K 0.13%
13,010
-5,284
116
$328K 0.13%
3,161
117
$325K 0.13%
1,520
+78
118
$324K 0.13%
5,134
+1,375
119
$321K 0.13%
10,288
+57
120
$311K 0.12%
106
+15
121
$310K 0.12%
5,324
-166
122
$308K 0.12%
2,032
+151
123
$303K 0.12%
7,535
+1,844
124
$302K 0.12%
3,153
+522
125
$301K 0.12%
1,597
+475
3 4
5
6 7