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
126
$112K 0.11%
+2,036
127
$112K 0.11%
+442
128
$111K 0.11%
+8,487
129
$110K 0.11%
+4,372
130
$109K 0.1%
+491
131
$105K 0.1%
+9,369
132
$104K 0.1%
+1,922
133
$104K 0.1%
+886
134
$103K 0.1%
+8,183
135
$102K 0.1%
+8,835
136
$102K 0.1%
+11,627
137
$102K 0.1%
+3,038
138
$100K 0.1%
+10,257
139
$100K 0.1%
+6,370
140
$97K 0.09%
+2,850
141
$93K 0.09%
+3,054
142
$92K 0.09%
+1,200
143
$91K 0.09%
+997
144
$89K 0.09%
+900
145
$89K 0.09%
+1,284
146
$89K 0.09%
+627
147
$87K 0.08%
+5,682
148
$87K 0.08%
+2,001
149
$87K 0.08%
+6,597
150
$86K 0.08%
+1,175
4 5
6
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