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
701
$4K ﹤0.01%
+200
702
$4K ﹤0.01%
+127
703
$4K ﹤0.01%
+92
704
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705
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+33
706
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+42
707
$3K ﹤0.01%
+123
708
$3K ﹤0.01%
+600
709
$3K ﹤0.01%
+200
710
$3K ﹤0.01%
+80
711
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712
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+650
713
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714
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+300
715
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716
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717
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718
$3K ﹤0.01%
+8
719
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+14
720
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+100
721
$3K ﹤0.01%
+100
722
$3K ﹤0.01%
+900
723
$3K ﹤0.01%
+74
724
$3K ﹤0.01%
+74
725
$3K ﹤0.01%
+40
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