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
176
$467K 0.05%
3,832
+439
177
$466K 0.05%
3,623
-61
178
$461K 0.05%
12,745
+1,464
179
$461K 0.05%
7,902
-1,665
180
$461K 0.05%
9,537
+726
181
$461K 0.05%
11,630
+724
182
$455K 0.05%
9,672
+656
183
$453K 0.05%
7,627
+507
184
$447K 0.05%
+16,610
185
$446K 0.05%
6,974
+333
186
$443K 0.05%
8,213
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187
$443K 0.05%
1,875
+72
188
$442K 0.05%
34,230
+258
189
$440K 0.05%
28,675
+1,740
190
$438K 0.05%
24,578
+3,183
191
$437K 0.05%
2,579
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192
$436K 0.05%
1,210
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193
$435K 0.05%
8,291
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194
$433K 0.05%
5,232
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195
$430K 0.04%
27,649
+7,927
196
$427K 0.04%
4,320
+295
197
$424K 0.04%
17,888
+1,148
198
$420K 0.04%
10,875
199
$420K 0.04%
3,175
+471
200
$420K 0.04%
3,596
6 7
8
9 10