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
76
$1.32M 0.15%
24,270
+487
77
$1.32M 0.15%
18,820
-8,178
78
$1.3M 0.15%
22,192
+3,888
79
$1.21M 0.14%
10,866
+916
80
$1.19M 0.13%
12,085
+1,754
81
$1.18M 0.13%
69,762
82
$1.12M 0.13%
10,481
+1,750
83
$1.1M 0.12%
21,518
-3,353
84
$1.1M 0.12%
11,991
-215
85
$1.1M 0.12%
5,557
+346
86
$1.08M 0.12%
116,108
+10,000
87
$1.07M 0.12%
9,991
+1,099
88
$1.06M 0.12%
+17,281
89
$1.05M 0.12%
9,076
+345
90
$1.02M 0.11%
38,503
-887
91
$1M 0.11%
38,736
+156
92
$1M 0.11%
6,407
-174
93
$998K 0.11%
39,155
+450
94
$978K 0.11%
41,957
+26,790
95
$929K 0.1%
7,745
-1,316
96
$928K 0.1%
33,656
+13,822
97
$925K 0.1%
12,028
+117
98
$924K 0.1%
4,814
+396
99
$917K 0.1%
2,960
-182
100
$901K 0.1%
14,517
-16
2 3
4
5 6