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
126
$298K 0.12%
17,558
-3,165
127
$295K 0.12%
7,526
-243
128
$294K 0.12%
15,782
-3,676
129
$294K 0.12%
2,004
+474
130
$294K 0.12%
+16,701
131
$291K 0.11%
2,255
-7
132
$288K 0.11%
+3,048
133
$288K 0.11%
4,192
+54
134
$288K 0.11%
7,293
+950
135
$285K 0.11%
4,411
+646
136
$285K 0.11%
1,743
+1
137
$284K 0.11%
4,350
138
$280K 0.11%
+5,050
139
$280K 0.11%
3,190
140
$280K 0.11%
10,152
-6
141
$275K 0.11%
2,066
+28
142
$270K 0.11%
1,757
+382
143
$263K 0.1%
6,321
+847
144
$246K 0.1%
4,029
145
$242K 0.1%
2,323
-3,726
146
$242K 0.1%
1,775
+163
147
$236K 0.09%
2,207
+70
148
$235K 0.09%
+9,061
149
$233K 0.09%
2,160
-1,386
150
$227K 0.09%
6,496
3 4 5
6
7