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
301
$313K 0.02%
1,906
-93
302
$303K 0.02%
203,011
-301
303
$299K 0.02%
3,637
304
$282K 0.02%
2,454
-66
305
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1,451
-67
306
$279K 0.02%
2,184
-31
307
$278K 0.02%
16,975
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308
$277K 0.02%
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309
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2,071
310
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311
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4,614
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312
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-37
313
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4,098
314
$263K 0.02%
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315
$262K 0.02%
7,981
316
$262K 0.02%
15,668
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317
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318
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319
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7,319
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320
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3,422
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322
$249K 0.02%
+22,896
323
$249K 0.02%
4,077
-9
324
$245K 0.02%
1,251
+7
325
$243K 0.02%
10,136
+2,000
11 12
13
14 15