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
76
$321K 0.32%
6,059
+646
77
$314K 0.31%
6,155
+600
78
$313K 0.31%
1,424
+27
79
$312K 0.31%
2,634
+57
80
$310K 0.31%
690
+79
81
$301K 0.3%
2,786
+382
82
$298K 0.3%
+1,552
83
$297K 0.3%
22,240
84
$290K 0.29%
743
85
$286K 0.28%
2,769
+546
86
$280K 0.28%
32,530
87
$275K 0.27%
1,793
88
$272K 0.27%
11,880
+285
89
$269K 0.27%
31,319
90
$268K 0.27%
5,769
+33
91
$254K 0.25%
937
+9
92
$249K 0.25%
943
+2
93
$247K 0.25%
1,080
+100
94
$243K 0.24%
566
+19
95
$242K 0.24%
15,922
+41
96
$240K 0.24%
2,231
+302
97
$234K 0.23%
13,979
+63
98
$232K 0.23%
1,553
+100
99
$231K 0.23%
13,533
+583
100
$231K 0.23%
14,138
1 2 3
4
5