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
676
$4K ﹤0.01%
+20
677
$4K ﹤0.01%
+100
678
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+38
679
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680
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+25
681
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+657
682
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+81
683
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+39
684
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685
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+215
686
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687
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688
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689
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691
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692
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693
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694
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695
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+590
696
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697
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698
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699
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700
$4K ﹤0.01%
+127
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