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
$89.8M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$5.63M
2
+$636K
3
+$425K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$257K
5
VB icon
Vanguard Small-Cap ETF
VB
+$252K

Top Sells

1
+$4.03M
2
+$11.8K
3
+$5.66K
4
MSFT icon
Microsoft
MSFT
+$4.06K
5
AAPL icon
Apple
AAPL
+$2.55K

Sector Composition

1 Consumer Staples 3.01%
2 Technology 1.24%
3 Consumer Discretionary 1.03%
4 Communication Services 0.96%
5 Financials 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$224K 0.25%
+4,243
27
$221K 0.25%
+1,600
28
$209K 0.23%
+3,724
29
$205K 0.23%
1,150
30
$107K 0.12%
3,135
+261
31
– –
-126,449
1
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