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
$1.4B
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$9.37M
2
+$4.88M
3
+$4.73M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$4.05M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.68M

Top Sells

1
+$896K
2
+$807K
3
+$337K
4
FIVN icon
FIVE9
FIVN
+$328K
5
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$305K

Sector Composition

1 Technology 8.26%
2 Financials 6.75%
3 Healthcare 3.46%
4 Consumer Discretionary 3.32%
5 Communication Services 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$419K 0.03%
5,397
+95
252
$418K 0.03%
5,330
+1,263
253
$418K 0.03%
1,596
+8
254
$414K 0.03%
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255
$413K 0.03%
3,503
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256
$413K 0.03%
7,756
-390
257
$409K 0.03%
2,737
258
$406K 0.03%
9,101
259
$403K 0.03%
5,515
+639
260
$397K 0.03%
6,612
+1,557
261
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1,899
-60
262
$395K 0.03%
1,802
-19
263
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1,055
-35
264
$393K 0.03%
3,244
+776
265
$393K 0.03%
6,253
+1,273
266
$387K 0.03%
20,505
267
$387K 0.03%
5,496
268
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269
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7,398
270
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1,304
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271
$382K 0.03%
1,363
-58
272
$379K 0.03%
32,719
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273
$379K 0.03%
1,058
+2
274
$378K 0.03%
3,292
275
$375K 0.03%
4,581
9 10
11
12 13