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
$690M
AUM Growth
+$62.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$9.54M
3
+$4.59M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.55M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.69M

Top Sells

1
+$3.17M
2
+$1.94M
3
+$1.57M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.45M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.43M

Sector Composition

1 Financials 6.67%
2 Technology 5.24%
3 Healthcare 3.46%
4 Consumer Staples 2.52%
5 Industrials 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$280K 0.04%
1,394
-9,678
202
$276K 0.04%
3,440
+189
203
$273K 0.04%
3,859
+21
204
$272K 0.04%
5,400
-3,958
205
$269K 0.04%
15,154
+764
206
$268K 0.04%
1,476
+21
207
$264K 0.04%
6,496
208
$260K 0.04%
5,625
-10
209
$258K 0.04%
5,284
-14
210
$254K 0.04%
4,594
+544
211
$249K 0.04%
1,425
-156
212
$245K 0.04%
1,492
-68
213
$244K 0.04%
2,798
-4,049
214
$235K 0.03%
1,351
+11
215
$233K 0.03%
3,254
-327
216
$230K 0.03%
+8,269
217
$229K 0.03%
2,666
-342
218
$229K 0.03%
125
+1
219
$229K 0.03%
+2,330
220
$228K 0.03%
2,400
221
$225K 0.03%
1,952
-107
222
$225K 0.03%
2,752
-108
223
$223K 0.03%
3,195
+66
224
$222K 0.03%
4,078
-49
225
$221K 0.03%
+560
7 8
9
10 11