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
276
$373K 0.03%
7,402
+6
277
$370K 0.03%
12,444
+3,084
278
$369K 0.03%
3,768
279
$366K 0.03%
2,120
280
$365K 0.03%
4,102
+72
281
$365K 0.03%
5,516
282
$364K 0.03%
148,731
283
$359K 0.03%
2,573
284
$357K 0.03%
7,205
285
$357K 0.03%
8,218
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286
$355K 0.03%
7,924
+2,141
287
$345K 0.02%
23,833
288
$345K 0.02%
4,757
289
$340K 0.02%
4,292
290
$340K 0.02%
4,392
-409
291
$338K 0.02%
6,843
+1,560
292
$336K 0.02%
5,962
-668
293
$336K 0.02%
864
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294
$335K 0.02%
850
+8
295
$335K 0.02%
1,867
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296
$328K 0.02%
+11,072
297
$328K 0.02%
4,896
+1,183
298
$325K 0.02%
15,023
299
$321K 0.02%
45,727
-519
300
$317K 0.02%
1,113
+98
10 11
12
13 14