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
126
$573K 0.11%
4,944
-74
127
$534K 0.1%
1,823
+27
128
$533K 0.1%
6,073
+343
129
$520K 0.1%
20,505
+8,530
130
$513K 0.1%
4,550
+105
131
$507K 0.1%
5,078
+1,075
132
$506K 0.1%
6,560
+390
133
$498K 0.1%
5,880
+1,282
134
$497K 0.1%
5,039
-45
135
$484K 0.09%
5,604
-1,152
136
$477K 0.09%
8,978
-11,262
137
$476K 0.09%
3,226
+272
138
$476K 0.09%
19,310
-2,270
139
$476K 0.09%
+4,532
140
$468K 0.09%
5,474
141
$455K 0.09%
8,620
+4,219
142
$455K 0.09%
6,040
+2,486
143
$451K 0.09%
3,959
+202
144
$445K 0.09%
3,370
+781
145
$438K 0.08%
2,102
-45
146
$438K 0.08%
1,265
+235
147
$436K 0.08%
6,962
+646
148
$435K 0.08%
5,632
-1,891
149
$434K 0.08%
2,899
-599
150
$429K 0.08%
7,106
+957
4 5
6
7 8