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
651
$5K ﹤0.01%
+387
652
$5K ﹤0.01%
+51
653
$5K ﹤0.01%
+63
654
$5K ﹤0.01%
+40
655
$5K ﹤0.01%
+41
656
$5K ﹤0.01%
+111
657
$5K ﹤0.01%
+30
658
$5K ﹤0.01%
+56
659
$5K ﹤0.01%
+300
660
$5K ﹤0.01%
+9
661
$5K ﹤0.01%
+43
662
$5K ﹤0.01%
+34
663
$5K ﹤0.01%
+378
664
$5K ﹤0.01%
+142
665
$5K ﹤0.01%
+55
666
$5K ﹤0.01%
+188
667
$5K ﹤0.01%
+95
668
$5K ﹤0.01%
+100
669
$5K ﹤0.01%
+21
670
$5K ﹤0.01%
+9
671
$5K ﹤0.01%
+39
672
$5K ﹤0.01%
+72
673
$4K ﹤0.01%
+10
674
$4K ﹤0.01%
+53
675
$4K ﹤0.01%
+500
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