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
176
$713K 0.05%
27,971
177
$712K 0.05%
4,253
+444
178
$705K 0.05%
15,481
-2,114
179
$704K 0.05%
2,899
+397
180
$693K 0.05%
244,136
+11,574
181
$685K 0.05%
10,218
182
$682K 0.05%
125,089
-1,366
183
$681K 0.05%
23,603
+2,957
184
$679K 0.05%
4,470
185
$679K 0.05%
14,434
+2,915
186
$677K 0.05%
2,243
-60
187
$677K 0.05%
13,004
-334
188
$672K 0.05%
2,352
-69
189
$668K 0.05%
845
+69
190
$664K 0.05%
19,261
+1,104
191
$663K 0.05%
136,110
-2,618
192
$648K 0.05%
2,440
-10
193
$648K 0.05%
3,235
+87
194
$642K 0.05%
4,332
-812
195
$637K 0.05%
3,673
-328
196
$631K 0.05%
22,570
+300
197
$630K 0.05%
3,213
+429
198
$624K 0.04%
12,033
-101
199
$621K 0.04%
12,245
+2,022
200
$617K 0.04%
16,855
6 7
8
9 10