AWG

Altus Wealth Group Portfolio holdings

AUM $244M
1-Year Est. Return 15.22%
This Quarter Est. Return
1 Year Est. Return
+15.22%
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
326
$25K 0.02%
+1,510
327
$25K 0.02%
+121
328
$24K 0.02%
+3,655
329
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330
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+405
331
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332
$24K 0.02%
+1,117
333
$24K 0.02%
+850
334
$24K 0.02%
+212
335
$24K 0.02%
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336
$24K 0.02%
+1,248
337
$24K 0.02%
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338
$24K 0.02%
+862
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$23K 0.02%
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340
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341
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345
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$22K 0.02%
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+600
349
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+181
350
$22K 0.02%
+193