AWG
Altus Wealth Group Portfolio holdings
AUM
$250M
1-Year Est. Return
15.22%
This Fund
S&P 500
1 Year Est. Return
+15.22%
AUM
$250M
AUM Growth
+$6.7M
(+2.8%)
Holding
151
Top Buys
| 1 | +$5.24M | |
| 2 | +$1.41M | |
| 3 | +$1.25M | |
| 4 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$944K |
| 5 |
Invesco S&P 500 Momentum ETF
SPMO
|
+$874K |
Top Sells
| 1 | +$2.35M | |
| 2 | +$1.03M | |
| 3 | +$586K | |
| 4 |
T. Rowe Price
TROW
|
+$566K |
| 5 |
Strategy Inc
MSTR
|
+$523K |
Sector Composition
| 1 | Technology | 12.16% |
| 2 | Financials | 6.14% |
| 3 | Industrials | 5.54% |
| 4 | Communication Services | 3.33% |
| 5 | Consumer Discretionary | 2.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Waste Management
WM
$98.2B
| – | – |
-986
|
|