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
$690M
AUM Growth
+$62.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$9.54M
3
+$4.59M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.55M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.69M

Top Sells

1
+$3.17M
2
+$1.94M
3
+$1.57M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.45M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.43M

Sector Composition

1 Financials 6.67%
2 Technology 5.24%
3 Healthcare 3.46%
4 Consumer Staples 2.52%
5 Industrials 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$641K 0.09%
4,271
-135
127
$631K 0.09%
4,013
-528
128
$592K 0.09%
3,923
+4
129
$583K 0.08%
13,000
-516
130
$573K 0.08%
3,683
-1,615
131
$571K 0.08%
1,938
-269
132
$570K 0.08%
14,344
+2,488
133
$561K 0.08%
5,636
+758
134
$556K 0.08%
2,719
+815
135
$554K 0.08%
11,156
+1,131
136
$540K 0.08%
7,993
+514
137
$538K 0.08%
7,078
+952
138
$537K 0.08%
3,915
+533
139
$533K 0.08%
3,798
-314
140
$529K 0.08%
21,441
141
$513K 0.07%
3,765
-134
142
$502K 0.07%
13,641
-7,224
143
$499K 0.07%
1,408
144
$499K 0.07%
19,017
+2,592
145
$498K 0.07%
4,337
+71
146
$481K 0.07%
18,898
-7,411
147
$477K 0.07%
5,422
+15
148
$477K 0.07%
5,722
-340
149
$476K 0.07%
9,005
-76
150
$473K 0.07%
4,652
+13
4 5
6
7 8