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
$627M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$9.59M
2
+$7.95M
3
+$5.35M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$5.31M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.83M

Top Sells

1
+$990K
2
+$929K
3
+$575K
4
BND icon
Vanguard Total Bond Market
BND
+$560K
5
BA icon
Boeing
BA
+$332K

Sector Composition

1 Financials 6.61%
2 Technology 5.16%
3 Healthcare 4.07%
4 Consumer Staples 2.93%
5 Communication Services 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$453K 0.07%
5,407
+38
152
$452K 0.07%
4,266
-313
153
$444K 0.07%
8,802
-359
154
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4,639
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155
$437K 0.07%
7,424
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156
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10,025
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157
$426K 0.07%
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158
$424K 0.07%
1,621
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159
$415K 0.07%
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160
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6,987
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161
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162
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2,047
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163
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164
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2,419
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165
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166
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170
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171
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172
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173
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-344
174
$367K 0.06%
4,105
-355
175
$366K 0.06%
3,716
-571
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