AWG
Altus Wealth Group Portfolio holdings
AUM
$226M
This Quarter Return
+10.07%
1 Year Return
+14.86%
3 Year Return
+58.59%
5 Year Return
–
10 Year Return
–
AUM
$121M
AUM Growth
+$121M
(+20%)
Cap. Flow
+$11.7M
Cap. Flow
% of AUM
9.64%
Top 10 Holdings %
Top 10 Hldgs %
47.01%
Holding
115
New
6
Increased
61
Reduced
23
Closed
3
Top Buys
| 1 |
Schwab US Mid-Cap ETF
SCHM
|
$2.84M |
| 2 |
SPDR S&P Dividend ETF
SDY
|
$2.15M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$2.07M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$1.67M |
| 5 |
Schwab US Large-Cap Value ETF
SCHV
|
$627K |
Top Sells
| 1 |
iShares Short-Term National Muni Bond ETF
SUB
|
$240K |
| 2 |
DCP
DCP Midstream, LP
DCP
|
$202K |
| 3 |
Janus Henderson Short Duration Income ETF
VNLA
|
$150K |
| 4 |
Tesla
TSLA
|
$61.3K |
| 5 |
American Electric Power
AEP
|
$54.3K |
Sector Composition
| 1 | Technology | 9.76% |
| 2 | Industrials | 7.23% |
| 3 | Financials | 4.62% |
| 4 | Consumer Discretionary | 4.14% |
| 5 | Communication Services | 3.7% |
