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
126
$625K 0.07%
15,923
-2,277
127
$622K 0.07%
9,567
+320
128
$621K 0.07%
141,066
+49,384
129
$620K 0.07%
16,125
+2,107
130
$620K 0.07%
4,522
+115
131
$618K 0.07%
18,901
-3,646
132
$607K 0.07%
4,336
+173
133
$601K 0.07%
15,063
-2,112
134
$600K 0.07%
2,735
+47
135
$590K 0.07%
8,190
136
$579K 0.07%
4,704
-114
137
$575K 0.06%
13,690
-5,847
138
$575K 0.06%
+46,596
139
$572K 0.06%
+16,826
140
$572K 0.06%
8,363
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141
$559K 0.06%
9,948
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142
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10,307
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143
$545K 0.06%
6,718
-8,521
144
$541K 0.06%
37,387
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145
$539K 0.06%
2,850
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146
$536K 0.06%
15,613
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147
$534K 0.06%
94,358
+39,960
148
$530K 0.06%
6,098
-931
149
$523K 0.06%
15,081
+4,836
150
$513K 0.06%
1,731
+49
4 5
6
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