AWG
Altus Wealth Group Portfolio holdings
AUM
$226M
This Quarter Return
-4.93%
1 Year Return
+14.86%
3 Year Return
+58.59%
5 Year Return
–
10 Year Return
–
AUM
$101M
AUM Growth
+$101M
(0%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
42.88%
Holding
109
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 9.69% |
| 2 | Industrials | 6.73% |
| 3 | Financials | 5.57% |
| 4 | Consumer Discretionary | 4.52% |
| 5 | Communication Services | 4.27% |
