AWG

Altus Wealth Group Portfolio holdings

AUM $244M
1-Year Est. Return 15.22%
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 5.23%
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%
+111
652
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+30
653
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655
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658
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+378
659
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660
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661
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662
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663
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664
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665
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666
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667
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668
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669
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670
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+9
671
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+39
672
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+72
673
$4K ﹤0.01%
+500
674
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+68
675
$4K ﹤0.01%
+20