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
101
$602K 0.16%
7,581
+1,657
102
$589K 0.16%
+6,162
103
$575K 0.15%
6,756
-374
104
$570K 0.15%
8,251
+1,477
105
$569K 0.15%
4,652
+1,549
106
$564K 0.15%
+2,722
107
$553K 0.15%
16,844
+6,146
108
$553K 0.15%
5,018
+984
109
$545K 0.15%
13,044
+7,596
110
$542K 0.14%
+6,474
111
$539K 0.14%
18,882
+7,761
112
$529K 0.14%
13,024
+3,076
113
$524K 0.14%
+21,580
114
$512K 0.14%
6,542
+612
115
$512K 0.14%
6,851
+944
116
$509K 0.14%
+7,523
117
$499K 0.13%
4,445
+1,292
118
$491K 0.13%
3,498
-1,089
119
$490K 0.13%
1,796
-420
120
$483K 0.13%
8,673
+997
121
$477K 0.13%
+6,255
122
$477K 0.13%
5,730
-1,592
123
$471K 0.13%
13,851
+6,325
124
$464K 0.12%
+5,084
125
$463K 0.12%
8,578
+1,866
3 4
5
6 7