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
201
$426K 0.05%
8,811
-579
202
$426K 0.05%
129,741
+66,107
203
$418K 0.05%
2,120
+615
204
$417K 0.05%
33,972
-12
205
$414K 0.05%
+3,393
206
$413K 0.05%
1,769
+2
207
$413K 0.05%
2,925
-3,934
208
$412K 0.05%
8,231
+2,253
209
$411K 0.05%
4,025
-76
210
$411K 0.05%
2,136
+72
211
$408K 0.05%
800
+61
212
$407K 0.05%
164,903
+72,529
213
$399K 0.04%
10,311
+1,348
214
$392K 0.04%
5,220
-9
215
$391K 0.04%
25,747
-1,222
216
$391K 0.04%
260,554
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217
$390K 0.04%
2,724
-777
218
$385K 0.04%
10,875
-708
219
$384K 0.04%
21,395
+7,200
220
$380K 0.04%
19,722
+5,308
221
$379K 0.04%
1,568
+424
222
$378K 0.04%
6,423
-1,083
223
$376K 0.04%
3,500
+1,058
224
$376K 0.04%
3,596
-680
225
$372K 0.04%
26,935
+6,035
7 8
9
10 11