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
76
$476K 0.32%
16,804
-900
77
$460K 0.31%
16,560
+1,460
78
$443K 0.3%
892
-78
79
$428K 0.29%
21,952
+494
80
$427K 0.29%
3,648
-95
81
$421K 0.28%
8,559
+6
82
$404K 0.27%
1,168
+2
83
$399K 0.27%
5,233
+91
84
$398K 0.27%
10,239
-419
85
$396K 0.27%
8,747
+327
86
$395K 0.27%
15,770
87
$392K 0.26%
+14,002
88
$376K 0.25%
23,708
89
$369K 0.25%
1,739
90
$369K 0.25%
+981
91
$368K 0.25%
3,805
-10
92
$364K 0.24%
6,128
-209
93
$362K 0.24%
10,625
-369
94
$360K 0.24%
5,179
+4
95
$353K 0.24%
5,928
-451
96
$351K 0.24%
966
-1,137
97
$347K 0.23%
1,946
+48
98
$343K 0.23%
3,503
+86
99
$343K 0.23%
3,902
+5
100
$338K 0.23%
21,132
2 3
4
5 6