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
101
$229K 0.23%
8,879
102
$222K 0.22%
286
-572
103
$206K 0.2%
14,025
104
$202K 0.2%
13,685
105
$202K 0.2%
7,162
106
$193K 0.19%
12,401
107
$156K 0.16%
16,500
108
$101K 0.1%
10,257
109
$46K 0.05%
2,725
1 2 3 4
5