AWG
Altus Wealth Group Portfolio holdings
AUM
$226M
This Quarter Return
+11.02%
1 Year Return
+14.86%
3 Year Return
+58.59%
5 Year Return
–
10 Year Return
–
AUM
$180M
AUM Growth
+$180M
(+15%)
Cap. Flow
+$6.79M
Cap. Flow
% of AUM
3.76%
Top 10 Holdings %
Top 10 Hldgs %
41.85%
Holding
143
New
14
Increased
63
Reduced
47
Closed
2
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$733K |
| 2 |
Blackstone
BX
|
$730K |
| 3 |
Apollo Global Management
APO
|
$531K |
| 4 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
$438K |
| 5 |
Bank of America
BAC
|
$400K |
Top Sells
| 1 |
VanEck Long Muni ETF
MLN
|
$679K |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$426K |
| 3 |
SPDR S&P Dividend ETF
SDY
|
$208K |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
$177K |
| 5 |
AT&T
T
|
$171K |
Sector Composition
| 1 | Technology | 9.31% |
| 2 | Industrials | 8.88% |
| 3 | Financials | 4.35% |
| 4 | Consumer Discretionary | 2.69% |
| 5 | Communication Services | 2.58% |
