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
351
$142K 0.01%
+10,702
352
$98K 0.01%
19,601
353
$76K 0.01%
+7,280
354
$59K ﹤0.01%
10,000
355
$51K ﹤0.01%
+2,200
356
$46K ﹤0.01%
+19,000
357
$32K ﹤0.01%
10,000
358
$30K ﹤0.01%
11,648
359
$27K ﹤0.01%
100
360
$7K ﹤0.01%
+200
361
– –
-8,642
362
$0 ﹤0.01%
+1
363
– –
-1,790
364
– –
-1,182
365
– –
-2,700
366
– –
-2,113
367
– –
-13,061
368
– –
-1,154
369
– –
-998
370
– –
-7,995
371
– –
-6,331
372
– –
-1,713
373
– –
-12,301
374
– –
-52,894
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