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

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
126
$201K 0.14%
+5,572
127
$196K 0.13%
10,700
+550
128
$195K 0.13%
30,990
129
$187K 0.13%
17,335
130
$175K 0.12%
12,401
131
$157K 0.11%
12,007
+6
132
$140K 0.09%
11,587
133
$124K 0.08%
10,416
134
-1,130
135
-819
136
-4,947
137
-24,464
138
-3,899
139
-5,865
140
-2,038
141
-10,000
142
-12,255
143
-6,057
144
-8,494
145
-1,074
146
-246,016
147
-30,210
148
-3,614
149
-2,892
150
-2,387