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
276
$33K 0.03%
+101
277
$33K 0.03%
+701
278
$33K 0.03%
+1,105
279
$33K 0.03%
+300
280
$32K 0.03%
+1,335
281
$32K 0.03%
+505
282
$32K 0.03%
+1,450
283
$32K 0.03%
+622
284
$32K 0.03%
+148
285
$32K 0.03%
+750
286
$32K 0.03%
+793
287
$32K 0.03%
+476
288
$32K 0.03%
+1,000
289
$31K 0.03%
+2,660
290
$31K 0.03%
+201
291
$31K 0.03%
+500
292
$31K 0.03%
+745
293
$31K 0.03%
+210
294
$31K 0.03%
+400
295
$31K 0.03%
+334
296
$31K 0.03%
+1,877
297
$30K 0.03%
+433
298
$30K 0.03%
+597
299
$29K 0.03%
+483
300
$29K 0.03%
+379
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