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
101
$1.46M 0.1%
8,224
+1,105
102
$1.43M 0.1%
6,490
+428
103
$1.4M 0.1%
7,314
+570
104
$1.36M 0.1%
10,566
+1,115
105
$1.3M 0.09%
13,400
+1,695
106
$1.29M 0.09%
10,032
+452
107
$1.29M 0.09%
1,735
+124
108
$1.25M 0.09%
72,264
-4,440
109
$1.25M 0.09%
25,984
+398
110
$1.23M 0.09%
5,339
+192
111
$1.23M 0.09%
206,771
+24,450
112
$1.21M 0.09%
3,648
+96
113
$1.21M 0.09%
36,152
+3,244
114
$1.2M 0.09%
2,782
-30
115
$1.18M 0.08%
5,728
+320
116
$1.15M 0.08%
6,925
117
$1.15M 0.08%
42,085
+1,550
118
$1.15M 0.08%
65,005
-1
119
$1.14M 0.08%
2,113
+105
120
$1.11M 0.08%
20,121
+181
121
$1.11M 0.08%
5,714
+29
122
$1.11M 0.08%
18,442
+1,042
123
$1.1M 0.08%
5,191
-311
124
$1.1M 0.08%
8,803
+542
125
$1.09M 0.08%
22,850
+4,122
3 4
5
6 7