AWG

Altus Wealth Group Portfolio holdings

AUM $244M
1-Year Est. Return 17.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.07%
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
726
$3K ﹤0.01%
+40
727
$3K ﹤0.01%
+400
728
$3K ﹤0.01%
+80
729
$3K ﹤0.01%
+72
730
$3K ﹤0.01%
+650
731
$2K ﹤0.01%
+137
732
$2K ﹤0.01%
+55
733
$2K ﹤0.01%
+50
734
$2K ﹤0.01%
+7
735
$2K ﹤0.01%
+316
736
$2K ﹤0.01%
+33
737
$2K ﹤0.01%
+13
738
$2K ﹤0.01%
+13
739
$2K ﹤0.01%
+6
740
$2K ﹤0.01%
+34
741
$2K ﹤0.01%
+72
742
$2K ﹤0.01%
+395
743
$2K ﹤0.01%
+28
744
$2K ﹤0.01%
+153
745
$2K ﹤0.01%
+15
746
$2K ﹤0.01%
+7
747
$2K ﹤0.01%
+75
748
$2K ﹤0.01%
+122
749
$2K ﹤0.01%
+3
750
$2K ﹤0.01%
+25
28 29
30
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