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
176
$454K 0.05%
39,887
+16,980
177
$454K 0.05%
2,519
+159
178
$452K 0.05%
30,022
+11,267
179
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5,157
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180
$449K 0.05%
12,227
+2,262
181
$447K 0.05%
427,853
+200,961
182
$446K 0.05%
1,374
183
$443K 0.05%
78,749
+27,117
184
$441K 0.05%
190,826
+85,123
185
$440K 0.05%
16,595
+5,752
186
$438K 0.05%
11,281
+3,223
187
$438K 0.05%
20,036
+7,499
188
$437K 0.05%
5,481
-324
189
$437K 0.05%
18,807
-4,686
190
$437K 0.05%
8,434
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191
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11,113
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192
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18,406
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193
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5,368
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194
$432K 0.05%
3,684
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195
$430K 0.05%
10,906
+1,270
196
$430K 0.05%
7,120
+168
197
$429K 0.05%
+5,370
198
$429K 0.05%
14,100
+4,549
199
$428K 0.05%
16,740
+5,115
200
$428K 0.05%
9,576
-1,660
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8
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