AWG

Altus Wealth Group Portfolio holdings

AUM $244M
1-Year Est. Return 15.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
+$1.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$317K
2
+$315K
3
+$302K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$233K
5
DCP
DCP Midstream, LP
DCP
+$220K

Top Sells

1
+$301K
2
+$236K
3
+$162K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$131K
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$118K

Sector Composition

1 Technology 8.48%
2 Industrials 6.06%
3 Financials 5.27%
4 Communication Services 4.18%
5 Consumer Discretionary 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
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