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
326
$239K 0.02%
9,132
-234
327
$236K 0.02%
2,087
+134
328
$235K 0.02%
35,626
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329
$230K 0.02%
16,000
+1,000
330
$230K 0.02%
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331
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2,120
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332
$229K 0.02%
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333
$228K 0.02%
2,665
-1,557
334
$225K 0.02%
2,143
335
$223K 0.02%
3,235
-2,927
336
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10,330
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337
$217K 0.02%
8,680
338
$215K 0.02%
+7,966
339
$211K 0.02%
+1,260
340
$211K 0.02%
42,777
-10,266
341
$211K 0.02%
3,024
342
$208K 0.01%
+1,320
343
$208K 0.01%
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344
$208K 0.01%
+4,698
345
$207K 0.01%
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346
$206K 0.01%
2,561
-79
347
$204K 0.01%
46,429
-1,514
348
$203K 0.01%
+2,982
349
$167K 0.01%
+17,000
350
$165K 0.01%
2,202
11 12 13
14
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