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
126
$1.09M 0.08%
11,206
+806
127
$1.09M 0.08%
37,745
128
$1.06M 0.08%
6,539
+728
129
$1.05M 0.08%
12,882
-836
130
$1.04M 0.07%
3,665
+221
131
$1.04M 0.07%
22,359
+378
132
$1M 0.07%
14,793
+1,670
133
$996K 0.07%
11,738
+1,142
134
$992K 0.07%
16,773
-15
135
$992K 0.07%
27,076
-558
136
$991K 0.07%
7,341
+23
137
$982K 0.07%
6,277
138
$975K 0.07%
15,789
+4,280
139
$969K 0.07%
4,052
-36
140
$967K 0.07%
3,297
+269
141
$966K 0.07%
2,720
+33
142
$956K 0.07%
25,463
-1,028
143
$955K 0.07%
14,879
-299
144
$940K 0.07%
6,123
-12
145
$925K 0.07%
6,195
146
$923K 0.07%
41,490
147
$917K 0.07%
3,277
+183
148
$915K 0.07%
8,853
+355
149
$902K 0.06%
3,419
+229
150
$895K 0.06%
1,230
+67
4 5
6
7 8