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
151
$513K 0.06%
4,498
-1,216
152
$512K 0.06%
4,866
+589
153
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2,548
+116
154
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14,873
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155
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61,644
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156
$504K 0.06%
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157
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51,938
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158
$501K 0.06%
4,450
-1,158
159
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3,367
+1,065
160
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15,020
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161
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52,728
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162
$484K 0.05%
+2,512
163
$484K 0.05%
21,476
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164
$484K 0.05%
11,758
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165
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167
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175,444
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169
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105,362
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117,839
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171
$462K 0.05%
6,420
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172
$462K 0.05%
9,144
-446
173
$460K 0.05%
9,016
-3,266
174
$456K 0.05%
63,005
+20,039
175
$455K 0.05%
8,921
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