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
$627M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$9.59M
2
+$7.95M
3
+$5.35M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$5.31M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.83M

Top Sells

1
+$990K
2
+$929K
3
+$575K
4
BND icon
Vanguard Total Bond Market
BND
+$560K
5
BA icon
Boeing
BA
+$332K

Sector Composition

1 Financials 6.61%
2 Technology 5.16%
3 Healthcare 4.07%
4 Consumer Staples 2.93%
5 Communication Services 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$591K 0.09%
24,050
-1,800
127
$587K 0.09%
6,847
-1,460
128
$582K 0.09%
13,516
+120
129
$581K 0.09%
12,911
-474
130
$575K 0.09%
6,043
+267
131
$562K 0.09%
3,919
-87
132
$548K 0.09%
20,110
+5,746
133
$547K 0.09%
4,268
+322
134
$546K 0.09%
4,964
+281
135
$528K 0.08%
3,899
-24
136
$519K 0.08%
14,550
+1,770
137
$517K 0.08%
11,856
+1,756
138
$514K 0.08%
4,112
-89
139
$513K 0.08%
10,000
+4,000
140
$488K 0.08%
6,062
-208
141
$486K 0.08%
7,479
+589
142
$486K 0.08%
1,408
-2,691
143
$483K 0.08%
9,081
+1,657
144
$480K 0.08%
2,994
-2
145
$479K 0.08%
4,878
-200
146
$469K 0.07%
5,472
147
$468K 0.07%
5,409
148
$465K 0.07%
9,739
-2,756
149
$464K 0.07%
14,434
-465
150
$459K 0.07%
+9,137
4 5
6
7 8