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
76
$287K 0.27%
+4,189
77
$286K 0.27%
+22,240
78
$286K 0.27%
+4,428
79
$275K 0.26%
+1,287
80
$273K 0.26%
+3,120
81
$271K 0.26%
+2,838
82
$269K 0.26%
+2,577
83
$263K 0.25%
+11,080
84
$260K 0.25%
+1,107
85
$248K 0.24%
+1,758
86
$229K 0.22%
+936
87
$227K 0.22%
+4,722
88
$226K 0.22%
+1,410
89
$222K 0.21%
+13,784
90
$219K 0.21%
+4,042
91
$218K 0.21%
+13,710
92
$216K 0.21%
+31,319
93
$204K 0.2%
+3,284
94
$201K 0.19%
+11,954
95
$197K 0.19%
+13,685
96
$195K 0.19%
+14,025
97
$193K 0.18%
+511
98
$190K 0.18%
+8,860
99
$187K 0.18%
+504
100
$187K 0.18%
+543
2 3
4
5 6