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

Top Buys

1
+$26.9K
2
+$13.7K
3
+$12K
4
JPM icon
JPMorgan Chase
JPM
+$6.4K
5
JNJ icon
Johnson & Johnson
JNJ
+$4.97K

Top Sells

1
+$2.21M
2
+$1.46M
3
+$339K
4
NVDA icon
NVIDIA
NVDA
+$232K
5
TSLA icon
Tesla
TSLA
+$141K

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
1
$32.7M 25.81%
148,439
-1,539
2
$25.6M 20.24%
69,408
-5,977
3
$19.3M 15.25%
93,313
-7,063
4
$16.6M 13.07%
316,590
-1,620
5
$10.5M 8.3%
74,027
+189
6
$6.08M 4.8%
87,900
-970
7
$4.62M 3.65%
30,435
+90
8
$1.45M 1.14%
3,294
+6
9
$1.2M 0.94%
6,163
-395
10
$1.03M 0.81%
2,318
11
$794K 0.63%
1,796
-235
12
$718K 0.57%
6,225
+38
13
$564K 0.45%
11,989
14
$499K 0.39%
1,466
-274
15
$474K 0.37%
27,534
-822
16
$415K 0.33%
3,885
17
$414K 0.33%
1,583
-540
18
$393K 0.31%
2,704
+44
19
$336K 0.27%
9,440
20
$320K 0.25%
2,457
+10
21
$304K 0.24%
1,837
+30
22
$304K 0.24%
4,243
23
$302K 0.24%
2,500
-700
24
$285K 0.22%
2,380
+100
25
$279K 0.22%
3,973
1
2