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
$962M
AUM Growth
+$71.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$2.58M
3
+$1.41M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.37M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.07M

Top Sells

1
+$2.04M
2
+$1.63M
3
+$1.18M
4
IBMI
iShares iBonds Sep 2020 Term Muni Bond ETF
IBMI
+$998K
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$757K

Sector Composition

1 Technology 8.46%
2 Financials 5.85%
3 Healthcare 3.96%
4 Consumer Discretionary 3.09%
5 Communication Services 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$652K 0.07%
4,231
-134
127
$651K 0.07%
10,780
+832
128
$650K 0.07%
37,210
-4,747
129
$634K 0.07%
10,031
-1,997
130
$626K 0.07%
46,596
131
$618K 0.06%
56,732
+4,004
132
$609K 0.06%
6,872
+1,502
133
$608K 0.06%
18,603
+2,008
134
$605K 0.06%
150,796
+32,957
135
$604K 0.06%
16,789
-37
136
$596K 0.06%
42,356
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137
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150,778
+9,712
138
$580K 0.06%
41,982
-9,956
139
$578K 0.06%
10,553
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140
$577K 0.06%
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141
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142
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143
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22,589
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144
$569K 0.06%
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145
$559K 0.06%
21,600
+2,793
146
$554K 0.06%
12,996
+1,238
147
$553K 0.06%
6,058
-40
148
$553K 0.06%
15,934
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149
$549K 0.06%
11,898
+1,177
150
$546K 0.06%
45,326
+6,999
4 5
6
7 8