AWM

Altus Wealth Management Portfolio holdings

AUM $225M
1-Year Est. Return 16.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
-$6.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$852K
3
+$707K
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$152K
5
PG icon
Procter & Gamble
PG
+$139K

Top Sells

1
+$9.49M
2
+$258K
3
+$210K
4
V icon
Visa
V
+$200K
5
NVDA icon
NVIDIA
NVDA
+$83.3K

Sector Composition

1 Technology 0.81%
2 Communication Services 0.69%
3 Consumer Staples 0.45%
4 Consumer Discretionary 0.45%
5 Financials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
26
NVIDIA
NVDA
$4.82T
$275K 0.12%
1,576
-454
BRK.B icon
27
Berkshire Hathaway Class B
BRK.B
$1.02T
$246K 0.11%
513
TM icon
28
Toyota
TM
$223B
$206K 0.09%
1,000
V icon
29
Visa
V
$624B
– –
-571
IGV icon
30
iShares Expanded Tech-Software Sector ETF
IGV
$12.5B
– –
-89,753
1
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