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
101
$337K 0.23%
2,185
-115
102
$329K 0.22%
3,385
103
$321K 0.22%
2,815
104
$303K 0.2%
2,295
+262
105
$300K 0.2%
2,841
-84
106
$300K 0.2%
+2,880
107
$290K 0.2%
5,658
108
$276K 0.19%
594
109
$265K 0.18%
929
+2
110
$264K 0.18%
1,594
+65
111
$257K 0.17%
2,466
-216
112
$252K 0.17%
1,552
+65
113
$250K 0.17%
3,763
114
$242K 0.16%
+3,627
115
$239K 0.16%
+5,099
116
$227K 0.15%
550
117
$219K 0.15%
35,255
118
$215K 0.14%
11,162
-137
119
$214K 0.14%
18,327
+41
120
$213K 0.14%
20,740
121
$213K 0.14%
3,076
122
$207K 0.14%
603
123
$207K 0.14%
448
124
$204K 0.14%
3,286
+100
125
$202K 0.14%
2,319
+100
3 4
5
6 7