AWG
Altus Wealth Group Portfolio holdings
AUM
$226M
This Quarter Return
+1.08%
1 Year Return
+14.86%
3 Year Return
+58.59%
5 Year Return
–
10 Year Return
–
AUM
$200M
AUM Growth
+$200M
(+0.12%)
Cap. Flow
+$1.47M
Cap. Flow
% of AUM
0.73%
Top 10 Holdings %
Top 10 Hldgs %
42.28%
Holding
149
New
10
Increased
47
Reduced
58
Closed
16
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$5.03M |
| 2 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$4.81M |
| 3 |
Pacer US Cash Cows 100 ETF
COWZ
|
$4.06M |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$2.53M |
| 5 |
NVIDIA
NVDA
|
$1.99M |
Top Sells
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$3.22M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$2.07M |
| 3 |
SPDR S&P Dividend ETF
SDY
|
$2.01M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$1.45M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$1.11M |
Sector Composition
| 1 | Technology | 10.68% |
| 2 | Industrials | 6.03% |
| 3 | Financials | 5.02% |
| 4 | Consumer Discretionary | 2.93% |
| 5 | Communication Services | 2.88% |
