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
726
$3K ﹤0.01%
+123
727
$3K ﹤0.01%
+200
728
$3K ﹤0.01%
+72
729
$3K ﹤0.01%
+400
730
$3K ﹤0.01%
+600
731
$2K ﹤0.01%
+3
732
$2K ﹤0.01%
+25
733
$2K ﹤0.01%
+10
734
$2K ﹤0.01%
+5
735
$2K ﹤0.01%
+10
736
$2K ﹤0.01%
+37
737
$2K ﹤0.01%
+44
738
$2K ﹤0.01%
+13
739
$2K ﹤0.01%
+40
740
$2K ﹤0.01%
+137
741
$2K ﹤0.01%
+27
742
$2K ﹤0.01%
+50
743
$2K ﹤0.01%
+36
744
$2K ﹤0.01%
+16
745
$2K ﹤0.01%
+13
746
$2K ﹤0.01%
+7
747
$2K ﹤0.01%
+50
748
$2K ﹤0.01%
+7
749
$2K ﹤0.01%
+316
750
$2K ﹤0.01%
+33
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