AWG

Altus Wealth Group Portfolio holdings

AUM $226M
1-Year Est. Return 14.86%
This Quarter Est. Return
1 Year Est. Return
+14.86%
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
26
$779K 0.74%
+13,624
27
$765K 0.73%
+8,720
28
$748K 0.72%
+4,753
29
$697K 0.67%
+5,491
30
$654K 0.63%
+12,474
31
$631K 0.6%
+11,531
32
$619K 0.59%
+9,171
33
$609K 0.58%
+9,856
34
$607K 0.58%
+20,599
35
$601K 0.57%
+25,322
36
$593K 0.57%
+4,268
37
$581K 0.56%
+2,709
38
$538K 0.51%
+2,532
39
$534K 0.51%
+7,458
40
$533K 0.51%
+18,023
41
$488K 0.47%
+2,119
42
$475K 0.45%
+10,621
43
$469K 0.45%
+7,987
44
$463K 0.44%
+12,566
45
$454K 0.43%
+10,370
46
$449K 0.43%
+22,620
47
$433K 0.41%
+10,523
48
$426K 0.41%
+8,882
49
$417K 0.4%
+772
50
$409K 0.39%
+9,208