AWG
Altus Wealth Group Portfolio holdings
AUM
$226M
1-Year Return
14.86%
This Quarter Return
+10.07%
1 Year Return
+14.86%
3 Year Return
+58.59%
5 Year Return
–
10 Year Return
–
AUM
$226M
AUM Growth
+$12.5M
(+5.8%)
Cap. Flow
-$5.18M
Cap. Flow
% of AUM
-2.29%
Top 10 Holdings %
Top 10 Hldgs %
51.36%
Holding
143
New
10
Increased
53
Reduced
61
Closed
5
Top Buys
| 1 |
Invesco S&P 500 Momentum ETF
SPMO
|
$493K |
| 2 |
NVIDIA
NVDA
|
$419K |
| 3 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$415K |
| 4 |
EOG Resources
EOG
|
$306K |
| 5 |
Capital One
COF
|
$291K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$1.99M |
| 2 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$1.81M |
| 3 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$810K |
| 4 |
Pacer US Cash Cows 100 ETF
COWZ
|
$659K |
| 5 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$590K |
Sector Composition
| 1 | Technology | 12.41% |
| 2 | Financials | 6.75% |
| 3 | Industrials | 5.77% |
| 4 | Communication Services | 3.28% |
| 5 | Consumer Discretionary | 2.3% |
