We are live on ! Find out more
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
476
$12K 0.01%
+320
477
$12K 0.01%
+180
478
$12K 0.01%
+296
479
$12K 0.01%
+213
480
$12K 0.01%
+82
481
$12K 0.01%
+110
482
$12K 0.01%
+575
483
$12K 0.01%
+75
484
$12K 0.01%
+81
485
$12K 0.01%
+118
486
$12K 0.01%
+200
487
$12K 0.01%
+897
488
$12K 0.01%
+571
489
$12K 0.01%
+75
490
$12K 0.01%
+500
491
$12K 0.01%
+462
492
$12K 0.01%
+356
493
$11K 0.01%
+137
494
$11K 0.01%
+26
495
$11K 0.01%
+11
496
$11K 0.01%
+136
497
$11K 0.01%
+30
498
$11K 0.01%
+66
499
$11K 0.01%
+40
500
$11K 0.01%
+77
18 19
20
21 22