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
151
$892K 0.06%
2,662
+155
152
$885K 0.06%
39,995
+3,740
153
$882K 0.06%
85,435
154
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241,644
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155
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6,495
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156
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9,999
157
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3,122
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158
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16,983
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159
$809K 0.06%
6,107
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160
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5,270
161
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41,752
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162
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13,089
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163
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11,482
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164
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14,531
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165
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12,151
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166
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11,273
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168
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313
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169
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170
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9,199
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171
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5,969
-10
172
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1,172
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173
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1,716
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174
$715K 0.05%
16,235
175
$713K 0.05%
6,928
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5 6
7
8 9