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
51
$3.13M 0.22%
17,332
+46
52
$3.11M 0.22%
42,701
+16,468
53
$3.06M 0.22%
58,292
+921
54
$3.02M 0.22%
5,287
+64
55
$3.02M 0.22%
18,016
-84
56
$2.88M 0.21%
7
57
$2.83M 0.2%
14,175
+200
58
$2.83M 0.2%
23,933
+82
59
$2.8M 0.2%
8,789
-83
60
$2.79M 0.2%
45,660
+7,180
61
$2.78M 0.2%
14,459
+394
62
$2.71M 0.19%
7,169
+639
63
$2.68M 0.19%
11,123
+178
64
$2.6M 0.19%
9,604
+221
65
$2.6M 0.19%
13,248
+13
66
$2.55M 0.18%
45,652
+1,398
67
$2.42M 0.17%
18,261
+1,263
68
$2.41M 0.17%
33,884
+964
69
$2.38M 0.17%
43,759
+661
70
$2.35M 0.17%
11,577
+343
71
$2.33M 0.17%
26,791
+798
72
$2.3M 0.16%
15,665
-47
73
$2.22M 0.16%
12,169
+210
74
$2.18M 0.16%
9,828
+1,588
75
$2.17M 0.16%
46,855
+3,022
1 2
3
4 5