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
$148M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.56%
2 Industrials 7.71%
3 Financials 3.55%
4 Energy 2.9%
5 Healthcare 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$11.5M 7.77%
47,219
-66
2
$9.33M 6.29%
75,440
-30
3
$7.25M 4.89%
48,038
-104
4
$5.98M 4.03%
82,163
-41
5
$5.11M 3.44%
57,507
+9,945
6
$5.07M 3.41%
30,739
-161
7
$4.65M 3.13%
205,716
-105
8
$3.46M 2.33%
11,998
-908
9
$3.41M 2.3%
+177,943
10
$3.39M 2.28%
+164,661
11
$3.35M 2.26%
+167,004
12
$3.25M 2.19%
7,906
+162
13
$3.21M 2.16%
+136,594
14
$2.63M 1.77%
120,291
-1,812
15
$2.63M 1.77%
145,947
+7,875
16
$2.48M 1.67%
+111,713
17
$2.23M 1.5%
11,060
-161
18
$1.87M 1.26%
117,157
+2,928
19
$1.78M 1.2%
10,886
+139
20
$1.61M 1.09%
16,750
+10
21
$1.61M 1.08%
21,790
+6,210
22
$1.61M 1.08%
16,130
+853
23
$1.59M 1.07%
7,047
-348
24
$1.44M 0.97%
4,652
+2
25
$1.39M 0.93%
15,235
+13