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
126
$457K 0.12%
9,640
+2,206
127
$457K 0.12%
17,952
-2,253
128
$456K 0.12%
4,896
+2,820
129
$456K 0.12%
17,975
-2,064
130
$452K 0.12%
17,723
-2,238
131
$442K 0.12%
9,815
-159
132
$441K 0.12%
8,586
-342
133
$437K 0.12%
6,170
+1,475
134
$429K 0.11%
5,272
-1,152
135
$417K 0.11%
3,757
+459
136
$413K 0.11%
2,954
+1,511
137
$411K 0.11%
+6,316
138
$407K 0.11%
+5,474
139
$403K 0.11%
2,980
+948
140
$395K 0.11%
5,701
+1,509
141
$394K 0.11%
+5,417
142
$393K 0.1%
15,751
-2,273
143
$391K 0.1%
+4,003
144
$385K 0.1%
8,727
-675
145
$375K 0.1%
+8,706
146
$375K 0.1%
+3,435
147
$373K 0.1%
+8,136
148
$370K 0.1%
+4,322
149
$370K 0.1%
6,149
+1,015
150
$369K 0.1%
+5,296
4 5
6
7 8