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
$254M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$9.88M
2
+$4.48M
3
+$3.05M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.59M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.44M

Top Sells

1
+$426K
2
+$388K
3
+$282K
4
HIG icon
Hartford Financial Services
HIG
+$276K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$231K

Sector Composition

1 Financials 7.96%
2 Technology 3.79%
3 Healthcare 2.85%
4 Industrials 2.82%
5 Communication Services 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$223K 0.09%
+5,448
152
$222K 0.09%
4,667
153
– –
0
154
$217K 0.09%
+3,350
155
$214K 0.08%
1,443
+130
156
$207K 0.08%
+2,076
157
$206K 0.08%
+4,966
158
$205K 0.08%
+1,630
159
$202K 0.08%
+2,117
160
– –
0
161
$201K 0.08%
+10,270
162
$200K 0.08%
+2,831
163
$172K 0.07%
6,753
-341
164
$153K 0.06%
+13,788
165
$59K 0.02%
100
166
$23K 0.01%
11,648
167
– –
-4,875
168
– –
-7,411
169
– –
-13,560
170
– –
0
171
– –
0
3 4 5 6
7