AWM

Altus Wealth Management Portfolio holdings

AUM $226M
1-Year Est. Return 15.81%
This Quarter Est. Return
1 Year Est. Return
+15.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$226M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$771K
2
+$680K
3
+$562K
4
EQWL icon
Invesco S&P 100 Equal Weight ETF
EQWL
+$517K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$476K

Top Sells

1
+$240K
2
+$203K
3
+$20.1K
4
AMZN icon
Amazon
AMZN
+$19.5K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$11.2K

Sector Composition

1 Technology 1.12%
2 Communication Services 0.68%
3 Consumer Staples 0.43%
4 Consumer Discretionary 0.39%
5 Financials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLA icon
26
Tesla
TSLA
$1.58T
$387K 0.17%
871
+50
IWD icon
27
iShares Russell 1000 Value ETF
IWD
$70B
$359K 0.16%
1,761
BRK.B icon
28
Berkshire Hathaway Class B
BRK.B
$1.09T
$258K 0.11%
513
-40
COST icon
29
Costco
COST
$382B
– –
-242
V icon
30
Visa
V
$669B
– –
-571
1
2