AWG
Altus Wealth Group Portfolio holdings
AUM
$244M
1-Year Est. Return
17.07%
This Fund
S&P 500
1 Year Est. Return
+17.07%
AUM
$244M
AUM Growth
-$6.19M
(-2.5%)
Holding
151
Top Buys
| 1 | +$5.63M | |
| 2 | +$928K | |
| 3 | +$913K | |
| 4 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$853K |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$703K |
Top Sells
| 1 | +$5.37M | |
| 2 | +$1.06M | |
| 3 | +$602K | |
| 4 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$558K |
| 5 |
State Street SPDR S&P Dividend ETF
SDY
|
+$427K |
Sector Composition
| 1 | Technology | 11.35% |
| 2 | Industrials | 5.88% |
| 3 | Financials | 4.88% |
| 4 | Communication Services | 3.14% |
| 5 | Energy | 2.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
GE Aerospace
GE
$331B
| – | – |
-683
|
|