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
251
$41K 0.04%
+2,500
252
$40K 0.04%
+2,725
253
$40K 0.04%
+404
254
$39K 0.04%
+421
255
$39K 0.04%
+490
256
$38K 0.04%
+176
257
$38K 0.04%
+922
258
$38K 0.04%
+230
259
$38K 0.04%
+746
260
$37K 0.04%
+2,714
261
$37K 0.04%
+400
262
$36K 0.03%
+480
263
$36K 0.03%
+2,180
264
$36K 0.03%
+243
265
$35K 0.03%
+1,225
266
$35K 0.03%
+221
267
$35K 0.03%
+110
268
$35K 0.03%
+74
269
$34K 0.03%
+547
270
$34K 0.03%
+174
271
$34K 0.03%
+1,540
272
$34K 0.03%
+410
273
$34K 0.03%
+229
274
$33K 0.03%
+450
275
$33K 0.03%
+87
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