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
101
$926K 0.1%
16,090
-1,191
102
$925K 0.1%
10,635
+521
103
$918K 0.1%
4,751
+7
104
$907K 0.09%
6,872
105
$867K 0.09%
20,107
-1,411
106
$835K 0.09%
35,516
+6,250
107
$825K 0.09%
3,855
+117
108
$820K 0.09%
31,207
+88
109
$800K 0.08%
28,461
+119
110
$796K 0.08%
9,831
+286
111
$788K 0.08%
3,309
+28
112
$788K 0.08%
2,717
+111
113
$787K 0.08%
5,274
+131
114
$780K 0.08%
78,413
115
$776K 0.08%
4,690
+168
116
$755K 0.08%
4,567
+145
117
$738K 0.08%
22,861
-10,795
118
$726K 0.08%
7,213
+25
119
$711K 0.07%
4,561
+225
120
$701K 0.07%
15,024
-39
121
$688K 0.07%
2,621
-595
122
$687K 0.07%
3,027
+177
123
$674K 0.07%
24,864
+130
124
$664K 0.07%
18,399
+2,786
125
$660K 0.07%
1,723
-31
3 4
5
6 7