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
776
$1K ﹤0.01%
+21
777
$1K ﹤0.01%
+80
778
$1K ﹤0.01%
+41
779
$1K ﹤0.01%
+27
780
$1K ﹤0.01%
+14
781
$1K ﹤0.01%
+142
782
$1K ﹤0.01%
+100
783
$1K ﹤0.01%
+74
784
$1K ﹤0.01%
+21
785
$1K ﹤0.01%
+9
786
$1K ﹤0.01%
+10
787
$1K ﹤0.01%
+20
788
$1K ﹤0.01%
+100
789
$1K ﹤0.01%
+300
790
$1K ﹤0.01%
+20
791
$1K ﹤0.01%
+4
792
$1K ﹤0.01%
+20
793
$1K ﹤0.01%
+27
794
$1K ﹤0.01%
+5
795
$1K ﹤0.01%
+12
796
$1K ﹤0.01%
+7
797
$1K ﹤0.01%
+30
798
$1K ﹤0.01%
+2
799
$1K ﹤0.01%
+44
800
$1K ﹤0.01%
+10
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