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
$127M
AUM Growth
+$5.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$26.3K
2
+$13.6K
3
+$11.5K
4
JPM icon
JPMorgan Chase
JPM
+$6.05K
5
JNJ icon
Johnson & Johnson
JNJ
+$4.84K

Top Sells

1
+$2.01M
2
+$1.37M
3
+$321K
4
NVDA icon
NVIDIA
NVDA
+$183K
5
TSLA icon
Tesla
TSLA
+$108K

Sector Composition

1 Consumer Staples 3.65%
2 Technology 1.71%
3 Healthcare 1.21%
4 Energy 1.14%
5 Consumer Discretionary 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$256K 0.2%
6,050
-5,500
27
$255K 0.2%
1,209
28
$247K 0.2%
1,523
-34
29
$210K 0.17%
13,683
30
$205K 0.16%
1,522
-6
1
2