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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
351
$22K 0.02%
+166
352
$22K 0.02%
+600
353
$22K 0.02%
+181
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%
+598
364
$20K 0.02%
+500
365
$20K 0.02%
+407
366
$20K 0.02%
+159
367
$20K 0.02%
+327
368
$20K 0.02%
+143
369
$20K 0.02%
+791
370
$20K 0.02%
+250
371
$20K 0.02%
+359
372
$20K 0.02%
+503
373
$20K 0.02%
+327
374
$20K 0.02%
+336
375
$20K 0.02%
+918
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