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
826
$1K ﹤0.01%
+38
827
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+3
828
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+101
829
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+4
830
$0 ﹤0.01%
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831
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832
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833
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834
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835
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836
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837
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839
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$0 ﹤0.01%
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848
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849
$0 ﹤0.01%
+200
850
$0 ﹤0.01%
+7
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