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
776
$1K ﹤0.01%
+12
777
$1K ﹤0.01%
+27
778
$1K ﹤0.01%
+24
779
$1K ﹤0.01%
+5
780
$1K ﹤0.01%
+60
781
$1K ﹤0.01%
+27
782
$1K ﹤0.01%
+28
783
$1K ﹤0.01%
+8
784
$1K ﹤0.01%
+50
785
$1K ﹤0.01%
+8
786
$1K ﹤0.01%
+21
787
$1K ﹤0.01%
+80
788
$1K ﹤0.01%
+41
789
$1K ﹤0.01%
+30
790
$1K ﹤0.01%
+77
791
$1K ﹤0.01%
+27
792
$1K ﹤0.01%
+5
793
$1K ﹤0.01%
+100
794
$1K ﹤0.01%
+15
795
$1K ﹤0.01%
+38
796
$1K ﹤0.01%
+32
797
$1K ﹤0.01%
+4
798
$1K ﹤0.01%
+65
799
$1K ﹤0.01%
+10
800
$1K ﹤0.01%
+27
30 31
32
33 34