AWG
Altus Wealth Group Portfolio holdings
AUM
$226M
This Quarter Return
+7.15%
1 Year Return
+14.86%
3 Year Return
+58.59%
5 Year Return
–
10 Year Return
–
AUM
$234M
AUM Growth
+$234M
(+17%)
Cap. Flow
+$23.3M
Cap. Flow
% of AUM
9.97%
Top 10 Holdings %
Top 10 Hldgs %
42.69%
Holding
146
New
13
Increased
73
Reduced
48
Closed
2
Top Buys
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$7.75M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$2.94M |
| 3 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$2.72M |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$2.68M |
| 5 |
Broadcom
AVGO
|
$2.38M |
Top Sells
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$1.44M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
$1.27M |
| 3 |
SPDR S&P Dividend ETF
SDY
|
$923K |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$786K |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$684K |
Sector Composition
| 1 | Technology | 10.46% |
| 2 | Industrials | 6.64% |
| 3 | Financials | 5.2% |
| 4 | Consumer Discretionary | 2.86% |
| 5 | Communication Services | 2.44% |
