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
351
$22K 0.02%
+2,220
352
$22K 0.02%
+300
353
$22K 0.02%
+2,270
354
$21K 0.02%
+305
355
$21K 0.02%
+422
356
$21K 0.02%
+1,731
357
$21K 0.02%
+255
358
$21K 0.02%
+725
359
$21K 0.02%
+700
360
$21K 0.02%
+140
361
$21K 0.02%
+1,870
362
$21K 0.02%
+306
363
$20K 0.02%
+143
364
$20K 0.02%
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365
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366
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367
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368
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369
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370
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371
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372
$20K 0.02%
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373
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374
$20K 0.02%
+1,021
375
$20K 0.02%
+159