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
301
$49K 0.01%
100
302
$47K 0.01%
13,752
303
$47K 0.01%
11,648
304
$42K ﹤0.01%
10,000
-4,807
305
$21K ﹤0.01%
1,925
306
– –
-2,645
307
– –
-15,348
308
– –
-31,106
309
– –
-43,184
310
– –
-12,592
311
– –
-50,000
312
– –
-50,000
313
– –
-1,228
314
– –
-4,504
315
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-3,530
316
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-5,452
317
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-6,951
318
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-6,286
319
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-22,324
320
– –
-1,977
321
– –
-3,538
322
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-17,840
323
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-4,386
324
– –
-25,573
325
– –
-16,224
10 11 12
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