AWG
Altus Wealth Group Portfolio holdings
AUM
$226M
This Quarter Return
+8.08%
1 Year Return
+14.86%
3 Year Return
+58.59%
5 Year Return
–
10 Year Return
–
AUM
$132M
AUM Growth
+$132M
(+31%)
Cap. Flow
+$38.4M
Cap. Flow
% of AUM
29.15%
Top 10 Holdings %
Top 10 Hldgs %
39.94%
Holding
159
New
50
Increased
60
Reduced
26
Closed
19
Top Buys
| 1 |
Technology Select Sector SPDR Fund
XLK
|
$5.8M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$3.42M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$3.11M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$2.98M |
| 5 |
VanEck Long Muni ETF
MLN
|
$2.41M |
Top Sells
Sector Composition
| 1 | Technology | 8.22% |
| 2 | Industrials | 7.49% |
| 3 | Financials | 4.21% |
| 4 | Energy | 3.59% |
| 5 | Healthcare | 3.32% |
