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
76
$2.15M 0.15%
22,766
+1,716
77
$2.14M 0.15%
12,354
+654
78
$2.07M 0.15%
19,173
+834
79
$2.07M 0.15%
26,306
-57
80
$2.01M 0.14%
26,759
-216
81
$2M 0.14%
13,791
+219
82
$1.97M 0.14%
7,294
+108
83
$1.97M 0.14%
22,893
+1,430
84
$1.96M 0.14%
27,944
+2,243
85
$1.94M 0.14%
8,467
+541
86
$1.9M 0.14%
32,675
+888
87
$1.89M 0.13%
141,687
+2,663
88
$1.88M 0.13%
19,827
+339
89
$1.8M 0.13%
6,554
90
$1.79M 0.13%
30,107
+2,011
91
$1.77M 0.13%
45,690
-2,477
92
$1.76M 0.13%
36,330
+1,710
93
$1.73M 0.12%
8,843
+1,509
94
$1.66M 0.12%
63,427
+1,750
95
$1.65M 0.12%
13,140
+319
96
$1.57M 0.11%
29,034
-503
97
$1.56M 0.11%
76,257
+7,631
98
$1.49M 0.11%
9,819
99
$1.49M 0.11%
13,463
+456
100
$1.46M 0.1%
12,595
+5,266
2 3
4
5 6