AWG

Altus Wealth Group Portfolio holdings

AUM $226M
1-Year Est. Return 14.86%
This Quarter Est. Return
1 Year Est. Return
+14.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$3.39M
3
+$3.35M
4
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$3.21M
5
IBTJ icon
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
+$2.48M

Top Sells

1
+$3.42M
2
+$1.54M
3
+$1.07M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$690K
5
FPEI icon
First Trust Institutional Preferred Securities and Income ETF
FPEI
+$436K

Sector Composition

1 Technology 8.56%
2 Industrials 7.71%
3 Financials 3.55%
4 Energy 2.9%
5 Healthcare 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$731K 0.49%
35,775
52
$716K 0.48%
43,638
+24
53
$705K 0.47%
26,461
+974
54
$702K 0.47%
2,902
-121
55
$693K 0.47%
3,396
+474
56
$681K 0.46%
17,974
+1,006
57
$665K 0.45%
4,474
-65
58
$654K 0.44%
3,420
-133
59
$653K 0.44%
24,610
+14
60
$646K 0.44%
6,084
+84
61
$636K 0.43%
25,174
-60,820
62
$623K 0.42%
13,877
+797
63
$607K 0.41%
6,064
+40
64
$605K 0.41%
11,434
-523
65
$593K 0.4%
2,967
66
$576K 0.39%
17,639
+31
67
$563K 0.38%
1,192
-23
68
$551K 0.37%
7,063
-210
69
$549K 0.37%
13,463
-13
70
$529K 0.36%
30,228
+270
71
$525K 0.35%
3,295
72
$520K 0.35%
14,735
-451
73
$519K 0.35%
1,268
-65
74
$495K 0.33%
2,276
75
$490K 0.33%
4,359
-71
1 2
3
4 5