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
51
$2.04M 0.23%
22,267
-15,905
52
$2.02M 0.23%
58,413
+14,411
53
$2.02M 0.23%
17,448
-1,672
54
$2.01M 0.23%
9,372
-91
55
$1.89M 0.21%
42,240
+1,197
56
$1.87M 0.21%
78,854
+2,625
57
$1.81M 0.2%
6,988
+592
58
$1.79M 0.2%
10,261
+309
59
$1.73M 0.19%
9,359
+1,812
60
$1.7M 0.19%
17,267
-6,813
61
$1.69M 0.19%
11,717
-1,967
62
$1.68M 0.19%
4,648
+66
63
$1.65M 0.19%
12,637
+590
64
$1.61M 0.18%
31,489
+1,116
65
$1.6M 0.18%
8,535
-123
66
$1.58M 0.18%
26,296
+2,872
67
$1.57M 0.18%
6,653
-730
68
$1.55M 0.17%
39,880
-7,039
69
$1.55M 0.17%
12,186
+34
70
$1.47M 0.17%
15,439
-2,005
71
$1.46M 0.16%
32,030
+2,150
72
$1.4M 0.16%
10,336
+1,089
73
$1.36M 0.15%
143,640
+44,040
74
$1.34M 0.15%
24,200
-726
75
$1.34M 0.15%
5
1 2
3
4 5