AWG

Altus Wealth Group Portfolio holdings

AUM $244M
1-Year Est. Return 15.22%
This Quarter Est. Return
1 Year Est. Return
+15.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$5.8M
2
+$3.42M
3
+$3.11M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.98M
5
MLN icon
VanEck Long Muni ETF
MLN
+$2.41M

Top Sells

1
+$3.93M
2
+$3.21M
3
+$1.47M
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$1.29M
5
FMB icon
First Trust Managed Municipal ETF
FMB
+$818K

Sector Composition

1 Technology 8.22%
2 Industrials 7.49%
3 Financials 4.21%
4 Energy 3.59%
5 Healthcare 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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154
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155
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156
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157
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158
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159
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