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AWG

Altus Wealth Group Portfolio holdings

AUM $244M
1-Year Est. Return 17.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.07%
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
+$8.37M
2
+$6.36M
3
+$4.8M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$3.76M
5
AAPL icon
Apple
AAPL
+$3.36M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.57%
2 Industrials 6.51%
3 Financials 5.81%
4 Consumer Discretionary 4.58%
5 Communication Services 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$25K 0.02%
+113
327
$25K 0.02%
+2,758
328
$24K 0.02%
+862
329
$24K 0.02%
+1,169
330
$24K 0.02%
+1,248
331
$24K 0.02%
+212
332
$24K 0.02%
+850
333
$24K 0.02%
+3,655
334
$24K 0.02%
+400
335
$24K 0.02%
+1,117
336
$24K 0.02%
+320
337
$24K 0.02%
+360
338
$24K 0.02%
+200
339
$23K 0.02%
+155
340
$23K 0.02%
+430
341
$23K 0.02%
+100
342
$23K 0.02%
+2,089
343
$23K 0.02%
+370
344
$23K 0.02%
+54
345
$23K 0.02%
+560
346
$23K 0.02%
+85
347
$22K 0.02%
+193
348
$22K 0.02%
+2,220
349
$22K 0.02%
+300
350
$22K 0.02%
+2,270
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