AWG

Altus Wealth Group Portfolio holdings

AUM $226M
1-Year Est. Return 14.86%
This Quarter Est. Return
1 Year Est. Return
+14.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$8.86M
2
+$6.66M
3
+$4.95M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$3.76M
5
AAPL icon
Apple
AAPL
+$3.71M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.57%
2 Industrials 6.51%
3 Financials 5.23%
4 Consumer Discretionary 4.58%
5 Communication Services 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$48K 0.05%
+200
227
$48K 0.05%
+220
228
$47K 0.04%
+1,700
229
$47K 0.04%
+3,597
230
$47K 0.04%
+1,038
231
$46K 0.04%
+760
232
$46K 0.04%
+4,590
233
$45K 0.04%
+692
234
$45K 0.04%
+2,995
235
$45K 0.04%
+301
236
$45K 0.04%
+3,755
237
$45K 0.04%
+1,370
238
$45K 0.04%
+1,289
239
$45K 0.04%
+2,574
240
$44K 0.04%
+2,875
241
$44K 0.04%
+261
242
$44K 0.04%
+1,670
243
$44K 0.04%
+1,976
244
$43K 0.04%
+1,875
245
$41K 0.04%
+808
246
$41K 0.04%
+1,144
247
$41K 0.04%
+415
248
$41K 0.04%
+1,182
249
$41K 0.04%
+259
250
$41K 0.04%
+872
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