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
$742M
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$7.91M
3
+$3.95M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.63M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.31M

Top Sells

1
+$1.3M
2
+$481K
3
+$407K
4
CDK
CDK Global, Inc.
CDK
+$374K
5
ADP icon
Automatic Data Processing
ADP
+$292K

Sector Composition

1 Financials 6.69%
2 Technology 5.26%
3 Healthcare 3.28%
4 Consumer Staples 2.57%
5 Communication Services 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$360K 0.05%
16,291
-5,150
177
$360K 0.05%
5,239
178
$356K 0.05%
7,877
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179
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+1,497
180
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4,324
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181
$348K 0.05%
1,645
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182
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5,510
+154
183
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184
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+43,184
185
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16,180
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186
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187
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188
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189
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+31,106
190
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191
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193
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194
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195
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196
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197
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198
$294K 0.04%
2,495
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199
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3,765
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200
$291K 0.04%
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-100
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