AWG
Altus Wealth Group Portfolio holdings
AUM
$226M
1-Year Return
14.86%
This Quarter Return
+5.89%
1 Year Return
+14.86%
3 Year Return
+58.59%
5 Year Return
–
10 Year Return
–
AUM
$102M
AUM Growth
+$1.76M
(+1.7%)
Cap. Flow
+$228K
Cap. Flow
% of AUM
0.22%
Top 10 Holdings %
Top 10 Hldgs %
44.27%
Holding
172
New
6
Increased
47
Reduced
29
Closed
54
Top Buys
Top Sells
| 1 |
First Trust Value Line Dividend Fund
FVD
|
$301K |
| 2 |
Tesla
TSLA
|
$236K |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$162K |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$131K |
| 5 |
iShares Select U.S. REIT ETF
ICF
|
$118K |
Sector Composition
| 1 | Technology | 8.48% |
| 2 | Industrials | 6.06% |
| 3 | Financials | 4.66% |
| 4 | Communication Services | 4.18% |
| 5 | Consumer Discretionary | 3.97% |
