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
201
$419K 0.04%
18,736
+330
202
$416K 0.04%
5,166
-1,552
203
$414K 0.04%
23,827
+3,791
204
$412K 0.04%
5,048
-320
205
$410K 0.04%
12,472
-1,218
206
$408K 0.04%
2,724
207
$407K 0.04%
1,835
+128
208
$406K 0.04%
9,176
-400
209
$405K 0.04%
237
+20
210
$405K 0.04%
1,196
-178
211
$396K 0.04%
817
+44
212
$396K 0.04%
+28,465
213
$395K 0.04%
5,125
+695
214
$395K 0.04%
2,713
215
$392K 0.04%
15,588
-3,313
216
$390K 0.04%
30,195
+5,498
217
$389K 0.04%
164,871
-10,573
218
$388K 0.04%
7,163
-1,271
219
$386K 0.04%
3,593
+29
220
$385K 0.04%
31,547
-8,340
221
$381K 0.04%
12,280
-2,593
222
$374K 0.04%
1,957
+66
223
$366K 0.04%
2,064
+846
224
$362K 0.04%
979
+408
225
$362K 0.04%
2,175
+96
7 8
9
10 11