AWG

Altus Wealth Group Portfolio holdings

AUM $244M
1-Year Est. Return 17.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.07%
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%
+21
777
$1K ﹤0.01%
+41
778
$1K ﹤0.01%
+30
779
$1K ﹤0.01%
+77
780
$1K ﹤0.01%
+5
781
$1K ﹤0.01%
+100
782
$1K ﹤0.01%
+15
783
$1K ﹤0.01%
+38
784
$1K ﹤0.01%
+32
785
$1K ﹤0.01%
+4
786
$1K ﹤0.01%
+65
787
$1K ﹤0.01%
+10
788
$1K ﹤0.01%
+27
789
$1K ﹤0.01%
+14
790
$1K ﹤0.01%
+142
791
$1K ﹤0.01%
+100
792
$1K ﹤0.01%
+74
793
$1K ﹤0.01%
+21
794
$1K ﹤0.01%
+2
795
$1K ﹤0.01%
+42
796
$1K ﹤0.01%
+6
797
$1K ﹤0.01%
+20
798
$1K ﹤0.01%
+15
799
$1K ﹤0.01%
+58
800
$1K ﹤0.01%
+5
30 31
32
33 34