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
$690M
AUM Growth
+$62.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$9.54M
3
+$4.59M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.55M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.69M

Top Sells

1
+$3.17M
2
+$1.94M
3
+$1.57M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.45M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.43M

Sector Composition

1 Financials 6.67%
2 Technology 5.24%
3 Healthcare 3.46%
4 Consumer Staples 2.52%
5 Industrials 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$460K 0.07%
5,472
152
$460K 0.07%
4,051
+286
153
$458K 0.07%
10,663
-4,499
154
$456K 0.07%
2,975
-19
155
$453K 0.07%
+23,360
156
$448K 0.07%
+8,470
157
$429K 0.06%
12,539
+2,021
158
$429K 0.06%
6,955
-32
159
$420K 0.06%
2,129
+3
160
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1,606
-15
161
$420K 0.06%
1,155
+149
162
$419K 0.06%
12,661
-1,773
163
$402K 0.06%
4,900
-208
164
$397K 0.06%
1,933
-1
165
$395K 0.06%
7,205
-203
166
$390K 0.06%
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167
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168
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2,996
-32
169
$377K 0.05%
2,190
170
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1,944
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171
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7,564
+140
172
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8,471
-1,018
173
$366K 0.05%
8,300
-502
174
$366K 0.05%
4,854
175
$361K 0.05%
2,293
-104
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7
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