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
201
$615K 0.04%
11,805
+1,481
202
$603K 0.04%
2,757
203
$597K 0.04%
22,329
+2,599
204
$575K 0.04%
19,350
-228
205
$575K 0.04%
1,196
206
$569K 0.04%
21,148
+401
207
$566K 0.04%
7,254
+296
208
$563K 0.04%
4,836
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209
$563K 0.04%
85,786
210
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58,218
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211
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49,841
-2,802
212
$555K 0.04%
7,650
+1,060
213
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3,266
214
$547K 0.04%
5,801
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215
$538K 0.04%
2,101
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216
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19,684
+1,179
217
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218
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14,970
-27
219
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220
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9,110
+2,440
221
$514K 0.04%
33,269
+4,665
222
$513K 0.04%
10,651
-220
223
$511K 0.04%
7,193
+736
224
$510K 0.04%
6,743
+536
225
$510K 0.04%
1,701
+145
7 8
9
10 11