AWG
Altus Wealth Group Portfolio holdings
AUM
$226M
1-Year Return
14.86%
This Quarter Return
+12.54%
1 Year Return
+14.86%
3 Year Return
+58.59%
5 Year Return
–
10 Year Return
–
AUM
$105M
AUM Growth
–
Cap. Flow
+$105M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
37.95%
Holding
856
New
856
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$8.86M |
| 2 |
SPDR S&P Dividend ETF
SDY
|
$6.66M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$4.95M |
| 4 |
Janus Henderson Short Duration Income ETF
VNLA
|
$3.76M |
| 5 |
Apple
AAPL
|
$3.71M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 9.57% |
| 2 | Industrials | 6.56% |
| 3 | Financials | 5.23% |
| 4 | Consumer Discretionary | 4.58% |
| 5 | Communication Services | 4.19% |
