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
$890M
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$6.15M
3
+$5.95M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$4.56M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.59M

Top Sells

1
+$3.91M
2
+$2.6M
3
+$1.77M
4
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$1.67M
5
RTN
Raytheon Company
RTN
+$1.64M

Sector Composition

1 Technology 8.22%
2 Financials 5.84%
3 Healthcare 4.17%
4 Consumer Discretionary 2.83%
5 Communication Services 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$246K 0.03%
5,516
277
$244K 0.03%
7,245
-1,643
278
$244K 0.03%
5,069
-225
279
$239K 0.03%
+1,779
280
$237K 0.03%
+1,237
281
$231K 0.03%
877
-35
282
$227K 0.03%
+2,793
283
$222K 0.02%
3,161
284
$222K 0.02%
+4,659
285
$220K 0.02%
+7,205
286
$218K 0.02%
1,936
-3,380
287
$217K 0.02%
10,862
-1,483
288
$210K 0.02%
+571
289
$209K 0.02%
+2,612
290
$207K 0.02%
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291
$204K 0.02%
+3,602
292
$204K 0.02%
+1,218
293
$204K 0.02%
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294
$200K 0.02%
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295
$199K 0.02%
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296
$158K 0.02%
12,971
-1,109
297
$125K 0.01%
161
+16
298
$80K 0.01%
10,271
-143
299
$70K 0.01%
2,202
300
$57K 0.01%
10,000
10 11
12
13 14