AWG

Altus Wealth Group Portfolio holdings

AUM $244M
1-Year Est. Return 15.22%
This Quarter Est. Return
1 Year Est. Return
+15.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
-$1.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$614K
2
+$525K
3
+$476K
4
MCD icon
McDonald's
MCD
+$313K
5
CAT icon
Caterpillar
CAT
+$298K

Top Sells

1
+$2.73M
2
+$1.22M
3
+$699K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$438K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$383K

Sector Composition

1 Technology 9.69%
2 Industrials 6.73%
3 Financials 5.57%
4 Consumer Discretionary 4.52%
5 Communication Services 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$558K 0.55%
2,513
+219
52
$525K 0.52%
+1,510
53
$524K 0.52%
2,463
+260
54
$519K 0.52%
11,948
+2,419
55
$477K 0.47%
7,820
56
$465K 0.46%
13,306
+5,924
57
$461K 0.46%
2,274
-100
58
$459K 0.46%
2,197
+227
59
$451K 0.45%
26,950
+250
60
$425K 0.42%
3,843
+516
61
$425K 0.42%
8,151
+1,768
62
$419K 0.42%
11,496
+966
63
$418K 0.42%
5,301
+551
64
$416K 0.41%
6,968
+606
65
$415K 0.41%
7,799
+582
66
$388K 0.39%
8,164
+1,566
67
$381K 0.38%
3,918
+18
68
$379K 0.38%
1,098
+78
69
$371K 0.37%
3,385
70
$369K 0.37%
593
+29
71
$356K 0.35%
1,368
+60
72
$355K 0.35%
3,097
+22
73
$355K 0.35%
17,425
+1,040
74
$328K 0.33%
2,973
-331
75
$327K 0.33%
3,707
+424
1 2
3
4 5