AWM

Altus Wealth Management Portfolio holdings

AUM $232M
1-Year Est. Return 15.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$232M
AUM Growth
+$6.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$688K
3
+$516K
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$506K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$353K

Top Sells

1
+$1.37M
2
+$501K
3
+$79.3K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$69.6K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$39.1K

Sector Composition

1 Technology 1.07%
2 Communication Services 0.77%
3 Consumer Discretionary 0.48%
4 Consumer Staples 0.38%
5 Financials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
26
NVIDIA
NVDA
$4.65T
$379K 0.16%
2,030
-425
IWD icon
27
iShares Russell 1000 Value ETF
IWD
$69.3B
$370K 0.16%
1,761
BRK.B icon
28
Berkshire Hathaway Class B
BRK.B
$1.04T
$258K 0.11%
513
TM icon
29
Toyota
TM
$296B
$214K 0.09%
+1,000
V icon
30
Visa
V
$626B
$200K 0.09%
+571
1
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