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
51
$404K 0.39%
+31,360
52
$401K 0.38%
+3,713
53
$401K 0.38%
+18,474
54
$390K 0.37%
+7,829
55
$380K 0.36%
+7,378
56
$375K 0.36%
+2,229
57
$367K 0.35%
+5,585
58
$357K 0.34%
+26,100
59
$357K 0.34%
+3,345
60
$336K 0.32%
+6,389
61
$331K 0.32%
+6,649
62
$330K 0.32%
+1,928
63
$329K 0.31%
+3,064
64
$321K 0.31%
+1,648
65
$315K 0.3%
+886
66
$314K 0.3%
+8,714
67
$314K 0.3%
+569
68
$305K 0.29%
+3,385
69
$298K 0.28%
+13,716
70
$298K 0.28%
+5,257
71
$296K 0.28%
+3,080
72
$295K 0.28%
+1,259
73
$294K 0.28%
+5,493
74
$291K 0.28%
+6,529
75
$290K 0.28%
+33,065
1 2
3
4 5