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
$190M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$621K
3
+$480K
4
NVDA icon
NVIDIA
NVDA
+$474K
5
AAPL icon
Apple
AAPL
+$351K

Top Sells

1
+$211K
2
+$117K
3
+$101K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$70K
5
PLTR icon
Palantir
PLTR
+$43.2K

Sector Composition

1 Consumer Staples 4.44%
2 Technology 2.27%
3 Energy 1.01%
4 Healthcare 0.91%
5 Financials 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$418K 0.22%
3,885
27
$403K 0.21%
9,440
28
$341K 0.18%
1,875
29
$339K 0.18%
969
30
$339K 0.18%
698
31
$315K 0.17%
1,761
32
$307K 0.16%
+729
33
$287K 0.15%
4,243
34
$285K 0.15%
3,973
35
$278K 0.15%
1,523
36
$252K 0.13%
+1,000
37
$252K 0.13%
10,932
-1,879
38
$247K 0.13%
+5,581
39
$246K 0.13%
1,552
-741
40
$229K 0.12%
1,303
-573
41
$210K 0.11%
1,088
-121
42
– –
-610
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