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
451
$14K 0.01%
+86
452
$14K 0.01%
+31
453
$14K 0.01%
+1,034
454
$14K 0.01%
+167
455
$14K 0.01%
+89
456
$13K 0.01%
+340
457
$13K 0.01%
+60
458
$13K 0.01%
+36
459
$13K 0.01%
+500
460
$13K 0.01%
+105
461
$13K 0.01%
+18
462
$13K 0.01%
+86
463
$13K 0.01%
+210
464
$13K 0.01%
+159
465
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+200
466
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+226
467
$13K 0.01%
+555
468
$13K 0.01%
+486
469
$13K 0.01%
+46
470
$13K 0.01%
+883
471
$12K 0.01%
+1,325
472
$12K 0.01%
+45
473
$12K 0.01%
+97
474
$12K 0.01%
+540
475
$12K 0.01%
+320
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