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
$522M
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$15.4M
3
+$9.33M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$9.32M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$7.05M

Top Sells

1
+$1.75M
2
+$1.05M
3
+$911K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$759K
5
VUG icon
Vanguard Growth ETF
VUG
+$661K

Sector Composition

1 Financials 7.88%
2 Technology 5.94%
3 Healthcare 5.16%
4 Industrials 3.79%
5 Consumer Staples 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$272K 0.05%
5,390
-236
202
$271K 0.05%
3,518
-101
203
$266K 0.05%
+3,332
204
$265K 0.05%
4,175
-9
205
$264K 0.05%
8,168
+2,554
206
$262K 0.05%
2,565
-1
207
$260K 0.05%
6,496
208
$258K 0.05%
+4,534
209
$250K 0.05%
3,802
-217
210
$249K 0.05%
4,428
-1,532
211
$248K 0.05%
1,615
+14
212
$247K 0.05%
+2,300
213
$247K 0.05%
5,287
+647
214
$247K 0.05%
3,057
-2,215
215
$244K 0.05%
5,549
-1,304
216
$244K 0.05%
1,305
-370
217
$242K 0.05%
1,899
-53
218
$240K 0.05%
3,018
+232
219
$236K 0.05%
1,624
-84
220
$233K 0.04%
5,896
-1,424
221
$233K 0.04%
3,817
+485
222
$232K 0.04%
1,926
-341
223
$232K 0.04%
1,124
-24
224
$230K 0.04%
4,517
-4,069
225
$229K 0.04%
1,643
-430
7 8
9
10 11