AWG

Altus Wealth Group Portfolio holdings

AUM $250M
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
+$8.37M
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
776
$1K ﹤0.01%
+30
777
$1K ﹤0.01%
+44
778
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+10
779
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+12
780
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+27
781
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+24
782
$1K ﹤0.01%
+5
783
$1K ﹤0.01%
+60
784
$1K ﹤0.01%
+27
785
$1K ﹤0.01%
+28
786
$1K ﹤0.01%
+8
787
$1K ﹤0.01%
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788
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+8
789
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790
$1K ﹤0.01%
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791
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+30
792
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+77
793
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794
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+100
795
$1K ﹤0.01%
+15
796
$1K ﹤0.01%
+38
797
$1K ﹤0.01%
+32
798
$1K ﹤0.01%
+4
799
$1K ﹤0.01%
+65
800
$1K ﹤0.01%
+27
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