AWG
Altus Wealth Group Portfolio holdings
AUM
$226M
This Quarter Return
+8.12%
1 Year Return
+14.86%
3 Year Return
+58.59%
5 Year Return
–
10 Year Return
–
AUM
$199M
AUM Growth
+$199M
(+11%)
Cap. Flow
+$7.2M
Cap. Flow
% of AUM
3.61%
Top 10 Holdings %
Top 10 Hldgs %
39.38%
Holding
161
New
20
Increased
45
Reduced
67
Closed
22
Top Buys
Top Sells
| 1 |
Builders FirstSource
BLDR
|
$3.81M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.69M |
| 3 |
iShares Short-Term National Muni Bond ETF
SUB
|
$1.57M |
| 4 |
SPDR S&P Dividend ETF
SDY
|
$1.12M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$1.11M |
Sector Composition
| 1 | Technology | 10.2% |
| 2 | Industrials | 7.53% |
| 3 | Financials | 4.87% |
| 4 | Consumer Discretionary | 2.98% |
| 5 | Communication Services | 2.66% |
