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
176
$67K 0.06%
+486
177
$67K 0.06%
+5,160
178
$67K 0.06%
+8,440
179
$66K 0.06%
+1,961
180
$65K 0.06%
+2,426
181
$65K 0.06%
+300
182
$65K 0.06%
+1,072
183
$64K 0.06%
+3,640
184
$62K 0.06%
+1,320
185
$61K 0.06%
+1,617
186
$61K 0.06%
+5,455
187
$60K 0.06%
+1,489
188
$60K 0.06%
+3,738
189
$59K 0.06%
+542
190
$59K 0.06%
+764
191
$59K 0.06%
+7,363
192
$59K 0.06%
+409
193
$59K 0.06%
+420
194
$59K 0.06%
+366
195
$58K 0.06%
+841
196
$58K 0.06%
+1,245
197
$58K 0.06%
+4,549
198
$58K 0.06%
+326
199
$57K 0.05%
+5,206
200
$57K 0.05%
+1,944
6 7
8
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