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
$962M
AUM Growth
+$71.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$2.58M
3
+$1.41M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.37M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.07M

Top Sells

1
+$2.04M
2
+$1.63M
3
+$1.18M
4
IBMI
iShares iBonds Sep 2020 Term Muni Bond ETF
IBMI
+$998K
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$757K

Sector Composition

1 Technology 8.46%
2 Financials 5.85%
3 Healthcare 3.96%
4 Consumer Discretionary 3.09%
5 Communication Services 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$543K 0.06%
4,941
+75
152
$542K 0.06%
2,601
+82
153
$530K 0.06%
13,705
-2,218
154
$528K 0.05%
94,475
+15,726
155
$523K 0.05%
3,535
-462
156
$520K 0.05%
2,523
+11
157
$520K 0.05%
5,101
-56
158
$520K 0.05%
113,636
+8,274
159
$520K 0.05%
2,241
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160
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830
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161
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13,022
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162
$508K 0.05%
199,122
+34,219
163
$506K 0.05%
100,947
+6,589
164
$502K 0.05%
70,659
+7,654
165
$500K 0.05%
4,236
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166
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167
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168
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169
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170
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171
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4,447
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172
$480K 0.05%
66,166
+4,522
173
$474K 0.05%
6,231
-2,132
174
$470K 0.05%
31,678
+1,656
175
$468K 0.05%
8,405
-739
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7
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