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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
$101M
AUM Growth
-$3.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$814K
2
+$765K
3
+$688K
4
BLDR icon
Builders FirstSource
BLDR
+$384K
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$320K

Top Sells

1
+$634K
2
+$404K
3
+$331K
4
MSFT icon
Microsoft
MSFT
+$319K
5
FCAL icon
First Trust California Municipal High income ETF
FCAL
+$219K

Sector Composition

1 Technology 7.96%
2 Industrials 6.49%
3 Financials 5.31%
4 Consumer Discretionary 4.27%
5 Communication Services 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
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852
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854
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855
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856
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-750
857
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858
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859
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860
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-14
861
– –
-1,535
862
– –
-190
863
– –
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864
– –
-117
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