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AWG
Altus Wealth Group Portfolio holdings
AUM
$277M
1-Year Est. Return
25.03%
This Fund
S&P 500
This Quarter
Est. Return
+12.54%
1 Year Est. Return
+25.03%
3 Year Est. Return
+68.58%
5 Year Est. Return
+83.95%
10 Year Est. Return
–
AUM
$105M
AUM Growth
–
Cap. Flow
+$99.3M
Cap. Flow
% of AUM
94.93%
Top 10 Holdings %
Top 10 Hldgs %
37.95%
Holding
856
New
856
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
+$8.37M |
| 2 |
State Street SPDR S&P Dividend ETF
SDY
|
+$6.36M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$4.8M |
| 4 |
Janus Henderson Short Duration Income ETF
VNLA
|
+$3.76M |
| 5 |
Apple
AAPL
|
+$3.36M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 9.57% |
| 2 | Industrials | 6.51% |
| 3 | Financials | 5.81% |
| 4 | Consumer Discretionary | 4.58% |
| 5 | Communication Services | 4.19% |
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Altus Wealth Group's Q4 2020 Portfolio in Review
Q4 2020 is the first quarter with a 13F filing on record for Altus Wealth Group, which disclosed 856 positions worth $105M. Its ten largest holdings account for 38% of the portfolio.
Its largest position is iShares Russell 1000 Growth ETF: 147,032 shares worth $8.86M.
By sector, the portfolio is most concentrated in Technology at 9.6% of assets, followed by Industrials and Financials.
- Altus Wealth Group's largest Q4 2020 buy was iShares Russell 1000 Growth ETF: 147,032 shares worth $8.86M.
- Altus Wealth Group's ten largest holdings make up 38% of its $105M portfolio in Q4 2020.
- Altus Wealth Group disclosed 856 positions in Q4 2020, its first 13F filing on record.
Based on Altus Wealth Group's 13F filing for Q4 2020, filed 12 Feb 2021.