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
176
$366K 0.06%
1,904
-37
177
$366K 0.06%
4,585
+30
178
$365K 0.06%
2,190
179
$358K 0.06%
4,854
180
$354K 0.06%
5,592
+158
181
$354K 0.06%
3,028
-161
182
$349K 0.06%
6,126
+415
183
$330K 0.05%
1,934
-21
184
$319K 0.05%
15,936
+3,439
185
$316K 0.05%
1,296
-45
186
$313K 0.05%
+5,213
187
$309K 0.05%
6,222
-1,193
188
$309K 0.05%
3,367
+34
189
$304K 0.05%
5,239
-405
190
$303K 0.05%
9,152
+2,267
191
$302K 0.05%
1,006
-52
192
$301K 0.05%
1,581
-105
193
$300K 0.05%
3,161
194
$296K 0.05%
2,565
-49
195
$291K 0.05%
5,810
196
$286K 0.05%
63,720
+3,640
197
$283K 0.05%
5,356
-37
198
$283K 0.05%
1,560
-155
199
$281K 0.04%
2,603
+39
200
$274K 0.04%
157
-11
6 7
8
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