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
$522M
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$15.4M
3
+$9.33M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$9.32M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$7.05M

Top Sells

1
+$1.75M
2
+$1.05M
3
+$911K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$759K
5
VUG icon
Vanguard Growth ETF
VUG
+$661K

Sector Composition

1 Financials 7.88%
2 Technology 5.94%
3 Healthcare 5.16%
4 Industrials 3.79%
5 Consumer Staples 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$427K 0.08%
9,172
-468
152
$423K 0.08%
2,811
+524
153
$412K 0.08%
8,084
-494
154
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3,010
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155
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5,165
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156
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3,435
157
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2,613
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6,978
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159
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161
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7,891
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162
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163
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2,190
165
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166
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168
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169
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170
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171
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172
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9,480
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173
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1,554
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174
$350K 0.07%
2,848
-156
175
$348K 0.07%
1,365
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7
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