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
$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 5.81%
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%
+110
527
$10K 0.01%
+70
528
$10K 0.01%
+1,604
529
$10K 0.01%
+99
530
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+285
531
$10K 0.01%
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532
$10K 0.01%
+167
533
$10K 0.01%
+345
534
$10K 0.01%
+2,146
535
$10K 0.01%
+350
536
$9K 0.01%
+325
537
$9K 0.01%
+600
538
$9K 0.01%
+70
539
$9K 0.01%
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540
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541
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542
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543
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544
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545
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+708
546
$9K 0.01%
+557
547
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548
$9K 0.01%
+84
549
$9K 0.01%
+41
550
$9K 0.01%
+143
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