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
$144M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$8.86M
2
+$5.41M
3
+$1.37M
4
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$1.02M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$713K

Top Sells

1
+$12.8K
2
+$4.03K
3
+$2.64K

Sector Composition

1 Consumer Staples 3.1%
2 Technology 1.74%
3 Energy 1.39%
4 Healthcare 1.01%
5 Consumer Discretionary 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$327K 0.23%
2,480
-20
27
$323K 0.22%
9,440
28
$292K 0.2%
1,874
+37
29
$287K 0.2%
4,243
30
$263K 0.18%
6,050
31
$257K 0.18%
3,973
32
$237K 0.16%
1,523
33
$232K 0.16%
1,209
34
$223K 0.15%
1,495
-27
35
$219K 0.15%
13,683
36
$204K 0.14%
+969
1
2