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
101
$186K 0.18%
+1,433
102
$185K 0.18%
+678
103
$179K 0.17%
+11,125
104
$173K 0.17%
+491
105
$170K 0.16%
+960
106
$168K 0.16%
+724
107
$167K 0.16%
+2,780
108
$163K 0.16%
+12,401
109
$159K 0.15%
+2,216
110
$149K 0.14%
+1,362
111
$149K 0.14%
+10,983
112
$148K 0.14%
+9,980
113
$147K 0.14%
+410
114
$146K 0.14%
+1,213
115
$144K 0.14%
+1,156
116
$143K 0.14%
+404
117
$141K 0.13%
+9,027
118
$141K 0.13%
+2,114
119
$135K 0.13%
+500
120
$135K 0.13%
+6,180
121
$133K 0.13%
+7,162
122
$129K 0.12%
+1,405
123
$123K 0.12%
+2,242
124
$118K 0.11%
+386
125
$116K 0.11%
+2,530
3 4
5
6 7