AWG
Altus Wealth Group Portfolio holdings
AUM
$226M
This Quarter Return
+7.34%
1 Year Return
+14.86%
3 Year Return
+58.59%
5 Year Return
–
10 Year Return
–
AUM
$163M
AUM Growth
+$163M
(+9.7%)
Cap. Flow
+$5.16M
Cap. Flow
% of AUM
3.17%
Top 10 Holdings %
Top 10 Hldgs %
40.84%
Holding
141
New
8
Increased
67
Reduced
42
Closed
5
Top Buys
Top Sells
| 1 |
Builders FirstSource
BLDR
|
$413K |
| 2 |
Bristol-Myers Squibb
BMY
|
$213K |
| 3 |
Coca-Cola
KO
|
$204K |
| 4 |
US Bancorp
USB
|
$201K |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$188K |
Sector Composition
| 1 | Technology | 9.34% |
| 2 | Industrials | 8.66% |
| 3 | Financials | 3.31% |
| 4 | Communication Services | 2.74% |
| 5 | Consumer Discretionary | 2.64% |
