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
1
$40.3M 21.22%
155,203
+1,845
2
$31.6M 16.6%
71,063
+773
3
$28.8M 15.14%
116,279
+18,841
4
$23.9M 12.55%
410,858
+5,196
5
$20.8M 10.96%
342,833
+4,958
6
$8.43M 4.44%
51,983
-14
7
$7.89M 4.15%
92,538
+283
8
$6.6M 3.47%
166,371
+2,882
9
$1.91M 1.01%
3,308
+2
10
$1.64M 0.86%
3,142
-2
11
$1.62M 0.85%
9,453
+2,048
12
$1.44M 0.76%
32,191
-773
13
$1.35M 0.71%
29,707
+13,621
14
$1.21M 0.64%
13,360
+5,250
15
$1.2M 0.63%
47,551
+5,023
16
$979K 0.52%
2,327
+451
17
$942K 0.5%
1,797
18
$851K 0.45%
6,445
+138
19
$658K 0.35%
3,283
+178
20
$616K 0.32%
3,414
+100
21
$600K 0.32%
29,490
+3
22
$569K 0.3%
11,989
23
$520K 0.27%
1,543
24
$488K 0.26%
3,231
-464
25
$447K 0.24%
2,935
-120
1
2