AWG
Altus Wealth Group Portfolio holdings
AUM
$226M
1-Year Return
14.86%
This Quarter Return
-0.69%
1 Year Return
+14.86%
3 Year Return
+58.59%
5 Year Return
–
10 Year Return
–
AUM
$101M
AUM Growth
-$1.79M
(-1.7%)
Cap. Flow
-$963K
Cap. Flow
% of AUM
-0.96%
Top 10 Holdings %
Top 10 Hldgs %
42.88%
Holding
123
New
5
Increased
72
Reduced
13
Closed
14
Top Buys
| 1 |
Schwab US Large-Cap Value ETF
SCHV
|
$614K |
| 2 |
Mastercard
MA
|
$525K |
| 3 |
Microsoft
MSFT
|
$476K |
| 4 |
McDonald's
MCD
|
$313K |
| 5 |
Caterpillar
CAT
|
$298K |
Top Sells
| 1 |
SPDR S&P Emerging Asia Pacific ETF
GMF
|
$2.74M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$1.22M |
| 3 |
SPDR S&P Dividend ETF
SDY
|
$699K |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$438K |
| 5 |
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% |
