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
$213M
AUM Growth
+$5.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$316K
2
+$289K
3
+$288K
4
AVGO icon
Broadcom
AVGO
+$215K
5
COST icon
Costco
COST
+$200K

Top Sells

1
+$1.26M
2
+$1.12M
3
+$636K
4
NVDA icon
NVIDIA
NVDA
+$412K
5
PLTR icon
Palantir
PLTR
+$276K

Sector Composition

1 Consumer Staples 4.39%
2 Technology 2.05%
3 Energy 1.38%
4 Healthcare 0.8%
5 Financials 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$469K 0.22%
9,440
27
$422K 0.2%
3,885
28
$417K 0.2%
969
29
$370K 0.17%
1,875
30
$358K 0.17%
3,973
31
$336K 0.16%
729
32
$334K 0.16%
1,761
33
$331K 0.16%
4,243
34
$313K 0.15%
1,888
-1,333
35
$296K 0.14%
517
-225
36
$278K 0.13%
1,063
-270
37
$274K 0.13%
1,692
+2
38
$247K 0.12%
1,248
39
$215K 0.1%
+1,249
40
$200K 0.09%
+226
41
– –
-1,000
42
– –
-10,879
43
– –
-8,175
44
– –
-1,133
1
2