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
101
$896K 0.1%
78,413
+483
102
$883K 0.1%
10,114
+4,230
103
$882K 0.1%
5,625
+1,747
104
$877K 0.1%
27,780
+640
105
$867K 0.1%
6,872
-89
106
$829K 0.09%
4,744
-94
107
$822K 0.09%
11,169
-51
108
$816K 0.09%
31,119
-676
109
$811K 0.09%
4,422
+243
110
$790K 0.09%
28,342
-663
111
$782K 0.09%
10,110
-186
112
$757K 0.09%
20,573
+1,211
113
$752K 0.08%
+9,545
114
$749K 0.08%
29,266
-1,754
115
$745K 0.08%
8,170
-1,298
116
$724K 0.08%
3,216
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117
$716K 0.08%
2,606
+163
118
$696K 0.08%
3,281
+640
119
$671K 0.08%
7,188
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120
$667K 0.07%
24,734
-644
121
$656K 0.07%
3,997
-2,281
122
$656K 0.07%
3,738
-313
123
$655K 0.07%
4,365
-1,099
124
$651K 0.07%
5,143
-802
125
$640K 0.07%
1,754
-31
3 4
5
6 7