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
26
$4.89M 0.55%
40,884
-703
27
$4.56M 0.51%
+152,016
28
$4.16M 0.47%
69,483
-4,293
29
$4.04M 0.45%
17,780
+1,677
30
$3.62M 0.41%
51,100
-60
31
$3.61M 0.41%
18,709
+2,241
32
$3.49M 0.39%
11,810
+165
33
$3.46M 0.39%
11,720
+284
34
$3.42M 0.38%
7,851
-171
35
$3.36M 0.38%
47,560
+1,740
36
$3.24M 0.36%
24,503
+1,097
37
$3.22M 0.36%
71,947
+27,472
38
$2.98M 0.33%
42,877
-361
39
$2.73M 0.31%
30,632
+6,796
40
$2.66M 0.3%
36,110
-1,756
41
$2.52M 0.28%
54,073
-932
42
$2.47M 0.28%
8,160
-436
43
$2.42M 0.27%
43,973
-8,604
44
$2.33M 0.26%
75,226
-1,506
45
$2.29M 0.26%
20,521
-267
46
$2.26M 0.25%
98,977
-35,367
47
$2.17M 0.24%
3,998
+252
48
$2.16M 0.24%
17,244
49
$2.16M 0.24%
14,478
-265
50
$2.14M 0.24%
12,664
-202
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2
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