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
201
$271K 0.04%
9,773
-356
202
$260K 0.04%
4,718
-472
203
$260K 0.04%
+10,443
204
$258K 0.04%
4,491
205
$258K 0.04%
124
+34
206
$253K 0.04%
6,496
207
$253K 0.04%
+5,635
208
$250K 0.04%
3,061
+57
209
$247K 0.04%
1,044
-13
210
$246K 0.04%
1,455
-184
211
$245K 0.04%
+3,581
212
$245K 0.04%
4,205
+77
213
$244K 0.04%
+1,340
214
$244K 0.04%
+3,838
215
$240K 0.04%
3,653
-122
216
$238K 0.04%
+3,171
217
$234K 0.04%
+3,251
218
$233K 0.04%
+2,860
219
$229K 0.04%
3,008
-543
220
$227K 0.04%
14,390
-207
221
$226K 0.04%
+8,980
222
$224K 0.04%
2,988
-39
223
$224K 0.04%
+2,574
224
$223K 0.04%
4,127
-814
225
$223K 0.04%
1,226
+34
7 8
9
10 11