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
151
$86K 0.08%
+5,275
152
$85K 0.08%
+3,990
153
$80K 0.08%
+3,007
154
$80K 0.08%
+2,866
155
$79K 0.08%
+157
156
$79K 0.08%
+609
157
$79K 0.08%
+1,226
158
$78K 0.07%
+3,585
159
$77K 0.07%
+4,705
160
$77K 0.07%
+1,995
161
$77K 0.07%
+931
162
$76K 0.07%
+2,520
163
$76K 0.07%
+541
164
$76K 0.07%
+6,690
165
$75K 0.07%
+452
166
$75K 0.07%
+825
167
$73K 0.07%
+404
168
$72K 0.07%
+5,700
169
$71K 0.07%
+488
170
$70K 0.07%
+500
171
$69K 0.07%
+803
172
$69K 0.07%
+6,033
173
$69K 0.07%
+5,080
174
$69K 0.07%
+1,739
175
$68K 0.07%
+2,617