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
801
$1K ﹤0.01%
+14
802
$1K ﹤0.01%
+9
803
$1K ﹤0.01%
+10
804
$1K ﹤0.01%
+20
805
$1K ﹤0.01%
+50
806
$1K ﹤0.01%
+153
807
$1K ﹤0.01%
+100
808
$1K ﹤0.01%
+300
809
$1K ﹤0.01%
+71
810
$1K ﹤0.01%
+17
811
$1K ﹤0.01%
+2
812
$1K ﹤0.01%
+42
813
$1K ﹤0.01%
+6
814
$1K ﹤0.01%
+20
815
$1K ﹤0.01%
+15
816
$1K ﹤0.01%
+58
817
$1K ﹤0.01%
+5
818
$1K ﹤0.01%
+47
819
$1K ﹤0.01%
+38
820
$1K ﹤0.01%
+3
821
$1K ﹤0.01%
+101
822
$1K ﹤0.01%
+4
823
$1K ﹤0.01%
+20
824
$1K ﹤0.01%
+4
825
$1K ﹤0.01%
+20