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
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$13.6M
3
+$11M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$7.61M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$7.36M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 2.27%
2 Communication Services 1.13%
3 Financials 1.09%
4 Healthcare 0.98%
5 Energy 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$271K 0.27%
+4,060
27
$260K 0.25%
+1,150
28
$253K 0.25%
+4,120
29
$251K 0.25%
+19,554
30
$249K 0.24%
+4,163
31
$222K 0.22%
+3,724
32
$212K 0.21%
+4,243
33
$203K 0.2%
+1,391
34
$112K 0.11%
+2,011
1
2