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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
526
$10K 0.01%
+167
527
$10K 0.01%
+345
528
$10K 0.01%
+2,146
529
$10K 0.01%
+350
530
$10K 0.01%
+571
531
$10K 0.01%
+234
532
$10K 0.01%
+1,100
533
$10K 0.01%
+140
534
$10K 0.01%
+110
535
$10K 0.01%
+70
536
$9K 0.01%
+557
537
$9K 0.01%
+144
538
$9K 0.01%
+126
539
$9K 0.01%
+708
540
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+92
541
$9K 0.01%
+84
542
$9K 0.01%
+41
543
$9K 0.01%
+271
544
$9K 0.01%
+124
545
$9K 0.01%
+149
546
$9K 0.01%
+325
547
$9K 0.01%
+600
548
$9K 0.01%
+143
549
$9K 0.01%
+167
550
$9K 0.01%
+218
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