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
$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
State Street 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
State Street 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
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154
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-6,829
155
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157
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158
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159
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160
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161
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3 4 5 6
7