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
1
$32.2M 22.4%
151,798
+3,359
2
$24.9M 17.3%
69,524
+116
3
$19.3M 13.41%
96,230
+2,917
4
$16.5M 11.45%
330,485
+13,895
5
$10.5M 7.32%
76,449
+2,422
6
$8.86M 6.16%
+178,918
7
$6.2M 4.31%
90,890
+2,990
8
$5.41M 3.76%
+161,063
9
$4.46M 3.1%
30,579
+144
10
$2.01M 1.39%
3,300
+6
11
$1.37M 0.95%
+32,248
12
$1.24M 0.86%
7,243
+1,080
13
$1.02M 0.71%
+41,570
14
$978K 0.68%
2,288
-30
15
$777K 0.54%
2,461
+995
16
$745K 0.52%
1,797
+1
17
$686K 0.48%
+15,461
18
$645K 0.45%
6,265
+40
19
$554K 0.39%
11,989
20
$495K 0.34%
3,894
+1,437
21
$483K 0.34%
29,091
+1,557
22
$449K 0.31%
1,796
+213
23
$437K 0.3%
3,339
+959
24
$400K 0.28%
2,756
+52
25
$398K 0.28%
3,885
1
2