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
176
$309K 0.08%
2,287
+221
177
$309K 0.08%
5,292
+625
178
$308K 0.08%
+1,929
179
$308K 0.08%
15,748
+5,478
180
$305K 0.08%
+1,645
181
$304K 0.08%
11,975
-1,035
182
$304K 0.08%
+1,030
183
$303K 0.08%
+6,004
184
$301K 0.08%
+5,879
185
$301K 0.08%
+2,174
186
$297K 0.08%
+16,136
187
$295K 0.08%
+6,853
188
$295K 0.08%
+3,376
189
$294K 0.08%
1,675
-68
190
$292K 0.08%
+144
191
$287K 0.08%
+7,064
192
$283K 0.08%
+1,166
193
$281K 0.08%
2,073
-182
194
$279K 0.07%
106
195
$276K 0.07%
+5,626
196
$276K 0.07%
4,392
+42
197
$270K 0.07%
+6,090
198
$269K 0.07%
24,852
-45,228
199
$269K 0.07%
10,108
-44
200
$267K 0.07%
+3,619
6 7
8
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