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
751
$2K ﹤0.01%
+13
752
$2K ﹤0.01%
+13
753
$2K ﹤0.01%
+6
754
$2K ﹤0.01%
+34
755
$2K ﹤0.01%
+72
756
$2K ﹤0.01%
+395
757
$2K ﹤0.01%
+28
758
$2K ﹤0.01%
+153
759
$2K ﹤0.01%
+15
760
$2K ﹤0.01%
+7
761
$2K ﹤0.01%
+49
762
$2K ﹤0.01%
+40
763
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+75
764
$2K ﹤0.01%
+122
765
$2K ﹤0.01%
+40
766
$2K ﹤0.01%
+55
767
$2K ﹤0.01%
+14
768
$2K ﹤0.01%
+100
769
$2K ﹤0.01%
+8
770
$1K ﹤0.01%
+12
771
$1K ﹤0.01%
+7
772
$1K ﹤0.01%
+30
773
$1K ﹤0.01%
+2
774
$1K ﹤0.01%
+44
775
$1K ﹤0.01%
+10
29 30
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