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
801
$1K ﹤0.01%
+47
802
$1K ﹤0.01%
+101
803
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+7
804
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+30
805
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+44
806
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+10
807
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+12
808
$1K ﹤0.01%
+27
809
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+38
810
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+3
811
$1K ﹤0.01%
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812
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813
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814
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815
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+9
816
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+10
817
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818
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819
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+100
820
$1K ﹤0.01%
+300
821
$1K ﹤0.01%
+71
822
$1K ﹤0.01%
+17
823
$1K ﹤0.01%
+80
824
$1K ﹤0.01%
+20
825
$1K ﹤0.01%
+4
31 32
33
34 35