AWG

Altus Wealth Group Portfolio holdings

AUM $250M
1-Year Est. Return 15.22%
This Fund
S&P 500
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
+$8.37M
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%
+81
478
$12K 0.01%
+118
479
$12K 0.01%
+200
480
$12K 0.01%
+897
481
$12K 0.01%
+571
482
$12K 0.01%
+75
483
$12K 0.01%
+180
484
$12K 0.01%
+296
485
$12K 0.01%
+213
486
$12K 0.01%
+82
487
$12K 0.01%
+110
488
$12K 0.01%
+75
489
$12K 0.01%
+500
490
$12K 0.01%
+462
491
$12K 0.01%
+356
492
$12K 0.01%
+575
493
$11K 0.01%
+187
494
$11K 0.01%
+112
495
$11K 0.01%
+137
496
$11K 0.01%
+26
497
$11K 0.01%
+70
498
$11K 0.01%
+750
499
$11K 0.01%
+55
500
$11K 0.01%
+82
18 19
20
21 22