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
$375M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$9.54M
3
+$4.55M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.12M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.98M

Top Sells

1
+$1.46M
2
+$1.23M
3
+$1.06M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$732K
5
PIV
PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX
PIV
+$705K

Sector Composition

1 Financials 9.92%
2 Technology 6.86%
3 Healthcare 5.63%
4 Consumer Staples 4.02%
5 Industrials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$366K 0.1%
+4,598
152
$365K 0.1%
+2,147
153
$365K 0.1%
+4,287
154
$364K 0.1%
+1,783
155
$357K 0.1%
+3,361
156
$355K 0.09%
+2,190
157
$352K 0.09%
3,161
158
$349K 0.09%
11,820
-8,304
159
$347K 0.09%
+3,004
160
$344K 0.09%
2,536
+260
161
$339K 0.09%
+2,068
162
$336K 0.09%
+7,070
163
$335K 0.09%
5,960
+636
164
$328K 0.09%
2,589
+814
165
$326K 0.09%
+4,436
166
$325K 0.09%
+4,926
167
$320K 0.09%
+2,267
168
$319K 0.09%
+1,364
169
$319K 0.09%
+1,888
170
$317K 0.08%
+53,560
171
$315K 0.08%
+2,858
172
$314K 0.08%
+32,734
173
$311K 0.08%
+1,371
174
$310K 0.08%
17,558
175
$310K 0.08%
12,592
-1,786
5 6
7
8 9