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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
426
$15K 0.01%
+293
427
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+322
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429
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431
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432
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433
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434
$15K 0.01%
+375
435
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436
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437
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+884
438
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439
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441
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442
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443
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444
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445
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446
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447
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448
$14K 0.01%
+167
449
$14K 0.01%
+89
450
$14K 0.01%
+665
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