AWG

Altus Wealth Group Portfolio holdings

AUM $226M
1-Year Est. Return 14.86%
This Quarter Est. Return
1 Year Est. Return
+14.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$4.32M
2
+$3.92M
3
+$2.92M
4
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$2.59M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$2.35M

Top Sells

1
+$3.81M
2
+$1.69M
3
+$1.57M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$1.12M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.11M

Sector Composition

1 Technology 10.2%
2 Industrials 7.53%
3 Financials 4.87%
4 Consumer Discretionary 2.98%
5 Communication Services 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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-1,448
152
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-4,442
153
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-2,191
154
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-20,700
155
– –
-2,021
156
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-3,259
157
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-13,701
158
– –
-11,250
159
– –
-11,940
160
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-25,744
161
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-16,486
3 4 5 6
7