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
$101M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$22.3M
2
+$444K
3
+$107K

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%
5,738
77
$314K 0.31%
6,155
78
$313K 0.31%
1,424
79
$312K 0.31%
2,634
80
$310K 0.31%
690
81
$301K 0.3%
2,786
82
$298K 0.3%
1,552
83
$297K 0.3%
22,240
84
$290K 0.29%
743
85
$286K 0.28%
2,769
86
$280K 0.28%
32,530
87
$275K 0.27%
1,793
88
$272K 0.27%
11,880
89
$269K 0.27%
31,319
90
$268K 0.27%
5,769
91
$254K 0.25%
937
92
$249K 0.25%
943
93
$247K 0.25%
1,080
94
$243K 0.24%
566
95
$242K 0.24%
15,922
96
$240K 0.24%
2,231
97
$234K 0.23%
13,979
98
$232K 0.23%
1,553
99
$231K 0.23%
13,533
100
$231K 0.23%
14,138
1 2 3
4
5