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
526
$10K 0.01%
+58
527
$10K 0.01%
+760
528
$10K 0.01%
+98
529
$10K 0.01%
+167
530
$10K 0.01%
+345
531
$10K 0.01%
+2,146
532
$10K 0.01%
+350
533
$10K 0.01%
+53
534
$10K 0.01%
+33
535
$10K 0.01%
+140
536
$9K 0.01%
+144
537
$9K 0.01%
+126
538
$9K 0.01%
+557
539
$9K 0.01%
+84
540
$9K 0.01%
+708
541
$9K 0.01%
+92
542
$9K 0.01%
+41
543
$9K 0.01%
+143
544
$9K 0.01%
+167
545
$9K 0.01%
+271
546
$9K 0.01%
+218
547
$9K 0.01%
+275
548
$9K 0.01%
+140
549
$9K 0.01%
+124
550
$9K 0.01%
+149
20 21
22
23 24