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
$121M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.15M
3
+$2.07M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.67M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$627K

Top Sells

1
+$240K
2
+$202K
3
+$150K
4
TSLA icon
Tesla
TSLA
+$61.3K
5
AEP icon
American Electric Power
AEP
+$54.3K

Sector Composition

1 Technology 9.76%
2 Industrials 7.23%
3 Financials 4.62%
4 Consumer Discretionary 4.14%
5 Communication Services 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$588K 0.49%
2,274
52
$584K 0.48%
2,597
+134
53
$577K 0.48%
11,113
+508
54
$560K 0.46%
14,675
+1,369
55
$545K 0.45%
+26,191
56
$543K 0.45%
1,510
57
$499K 0.41%
9,641
+1,477
58
$485K 0.4%
11,302
-646
59
$475K 0.39%
2,205
+8
60
$471K 0.39%
7,820
61
$460K 0.38%
12,365
+869
62
$450K 0.37%
5,164
-137
63
$441K 0.36%
27,800
+850
64
$435K 0.36%
1,223
+125
65
$411K 0.34%
8,235
+84
66
$409K 0.34%
4,328
+485
67
$404K 0.33%
623
+30
68
$392K 0.32%
690
69
$390K 0.32%
3,385
70
$388K 0.32%
2,862
+228
71
$385K 0.32%
3,923
+5
72
$384K 0.32%
7,387
+419
73
$382K 0.32%
2,822
+36
74
$380K 0.31%
3,097
75
$378K 0.31%
2,198
+405
1 2
3
4 5