AWG

Altus Wealth Group Portfolio holdings

AUM $244M
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
$101M
AUM Growth
-$3.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$888K
2
+$785K
3
+$661K
4
BLDR icon
Builders FirstSource
BLDR
+$440K
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$319K

Top Sells

1
+$676K
2
+$404K
3
+$341K
4
INTC icon
Intel
INTC
+$331K
5
FCAL icon
First Trust California Municipal High income ETF
FCAL
+$219K

Sector Composition

1 Technology 7.96%
2 Industrials 6.49%
3 Financials 5.31%
4 Consumer Discretionary 4.27%
5 Communication Services 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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