AWM
Altus Wealth Management Portfolio holdings
AUM
$209M
This Quarter Return
+8.25%
1 Year Return
+14%
3 Year Return
+68.79%
5 Year Return
+97.11%
10 Year Return
–
AUM
$102M
AUM Growth
–
Cap. Flow
+$102M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
86.07%
Holding
34
New
34
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$17.4M |
| 2 |
Invesco QQQ Trust
QQQ
|
$13.6M |
| 3 |
SPDR S&P Dividend ETF
SDY
|
$11M |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
$7.61M |
| 5 |
iShares International Select Dividend ETF
IDV
|
$7.36M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 2.27% |
| 2 | Communication Services | 1.13% |
| 3 | Financials | 1.09% |
| 4 | Healthcare | 0.98% |
| 5 | Energy | 0.81% |
