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
101
$692K 0.13%
98,440
+44,880
102
$690K 0.13%
11,615
-689
103
$686K 0.13%
2,811
+89
104
$683K 0.13%
24,761
+14,653
105
$679K 0.13%
26,876
+8,901
106
$673K 0.13%
21,486
+2,604
107
$667K 0.13%
6,777
+2,455
108
$662K 0.13%
8,001
-712
109
$659K 0.13%
12,777
+4,050
110
$652K 0.13%
19,877
-3,534
111
$648K 0.12%
+26,050
112
$648K 0.12%
7,125
+583
113
$646K 0.12%
8,433
+182
114
$646K 0.12%
4,982
+330
115
$637K 0.12%
1,351
+946
116
$627K 0.12%
24,687
+6,964
117
$622K 0.12%
5,770
-519
118
$616K 0.12%
14,704
+1,660
119
$610K 0.12%
11,228
+2,555
120
$609K 0.12%
13,752
+728
121
$604K 0.12%
24,296
+8,545
122
$601K 0.12%
7,313
+839
123
$600K 0.12%
5,143
+1,782
124
$581K 0.11%
22,978
+5,026
125
$578K 0.11%
6,667
-184
3 4
5
6 7