AWG

Altus Wealth Group Portfolio holdings

AUM $244M
1-Year Est. Return 15.22%
This Fund
S&P 500
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 5.81%
4 Consumer Discretionary 4.58%
5 Communication Services 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$2K ﹤0.01%
+55
752
$2K ﹤0.01%
+14
753
$2K ﹤0.01%
+100
754
$2K ﹤0.01%
+16
755
$2K ﹤0.01%
+7
756
$2K ﹤0.01%
+50
757
$2K ﹤0.01%
+7
758
$2K ﹤0.01%
+316
759
$2K ﹤0.01%
+33
760
$2K ﹤0.01%
+13
761
$2K ﹤0.01%
+13
762
$2K ﹤0.01%
+6
763
$2K ﹤0.01%
+34
764
$2K ﹤0.01%
+72
765
$2K ﹤0.01%
+15
766
$2K ﹤0.01%
+7
767
$2K ﹤0.01%
+75
768
$2K ﹤0.01%
+122
769
$2K ﹤0.01%
+40
770
$1K ﹤0.01%
+12
771
$1K ﹤0.01%
+5
772
$1K ﹤0.01%
+60
773
$1K ﹤0.01%
+27
774
$1K ﹤0.01%
+28
775
$1K ﹤0.01%
+8
29 30
31
32 33