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
26
$7.5M 0.54%
56,280
+940
27
$7.46M 0.53%
21,977
+552
28
$6.92M 0.49%
16,123
-340
29
$6.09M 0.44%
18,566
+309
30
$5.87M 0.42%
36,347
+741
31
$5.85M 0.42%
41,853
+644
32
$5.17M 0.37%
13,242
+103
33
$5.03M 0.36%
19,440
+7,089
34
$4.94M 0.35%
8,577
+40
35
$4.4M 0.31%
212,610
+6,490
36
$4.35M 0.31%
73,981
+3,107
37
$4.21M 0.3%
18,883
-237
38
$4.18M 0.3%
24,683
+430
39
$4.17M 0.3%
11,981
+54
40
$4.16M 0.3%
42,310
-103
41
$3.74M 0.27%
8,325
+77
42
$3.67M 0.26%
86,420
+3,521
43
$3.6M 0.26%
23,929
+254
44
$3.57M 0.26%
4,261
+49
45
$3.5M 0.25%
81,285
+190
46
$3.33M 0.24%
15,697
+558
47
$3.31M 0.24%
12,714
+388
48
$3.27M 0.23%
10,233
+146
49
$3.19M 0.23%
59,929
+1,145
50
$3.19M 0.23%
31,439
+1,244
1
2
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