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
201
$267K 0.07%
+5,294
202
$264K 0.07%
+4,019
203
$262K 0.07%
+4,074
204
$262K 0.07%
4,184
+155
205
$258K 0.07%
+5,583
206
$257K 0.07%
+7,320
207
$254K 0.07%
+4,043
208
$247K 0.07%
+5,063
209
$247K 0.07%
+3,554
210
$246K 0.07%
+1,708
211
$245K 0.07%
+1,408
212
$243K 0.06%
+1,952
213
$242K 0.06%
+5,444
214
$241K 0.06%
+2,578
215
$241K 0.06%
+10,885
216
$240K 0.06%
+11,029
217
$239K 0.06%
6,496
218
$238K 0.06%
+6,090
219
$237K 0.06%
+4,647
220
$237K 0.06%
+6,627
221
$234K 0.06%
+2,816
222
$232K 0.06%
+9,328
223
$232K 0.06%
+4,167
224
$230K 0.06%
+2,566
225
$229K 0.06%
+12,727
7 8
9
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