AWG

Altus Wealth Group Portfolio holdings

AUM $226M
1-Year Est. Return 14.86%
This Quarter Est. Return
1 Year Est. Return
+14.86%
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
701
$4K ﹤0.01%
+127
702
$4K ﹤0.01%
+92
703
$4K ﹤0.01%
+215
704
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+33
705
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+42
706
$4K ﹤0.01%
+200
707
$3K ﹤0.01%
+80
708
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+72
709
$3K ﹤0.01%
+650
710
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+300
711
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+300
712
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+86
713
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714
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715
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716
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717
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718
$3K ﹤0.01%
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719
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+900
720
$3K ﹤0.01%
+74
721
$3K ﹤0.01%
+74
722
$3K ﹤0.01%
+40
723
$3K ﹤0.01%
+12
724
$3K ﹤0.01%
+50
725
$3K ﹤0.01%
+20
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