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
701
$4K ﹤0.01%
+10
702
$4K ﹤0.01%
+53
703
$4K ﹤0.01%
+96
704
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+19
705
$4K ﹤0.01%
+265
706
$4K ﹤0.01%
+28
707
$3K ﹤0.01%
+300
708
$3K ﹤0.01%
+12
709
$3K ﹤0.01%
+50
710
$3K ﹤0.01%
+20
711
$3K ﹤0.01%
+123
712
$3K ﹤0.01%
+600
713
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+200
714
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+72
715
$3K ﹤0.01%
+300
716
$3K ﹤0.01%
+86
717
$3K ﹤0.01%
+228
718
$3K ﹤0.01%
+30
719
$3K ﹤0.01%
+8
720
$3K ﹤0.01%
+14
721
$3K ﹤0.01%
+100
722
$3K ﹤0.01%
+100
723
$3K ﹤0.01%
+900
724
$3K ﹤0.01%
+74
725
$3K ﹤0.01%
+74
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