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
201
$56K 0.05%
+3,850
202
$56K 0.05%
+4,036
203
$56K 0.05%
+900
204
$56K 0.05%
+1,649
205
$56K 0.05%
+3,212
206
$55K 0.05%
+5,630
207
$55K 0.05%
+1,894
208
$53K 0.05%
+8,971
209
$53K 0.05%
+1,368
210
$53K 0.05%
+273
211
$51K 0.05%
+3,250
212
$51K 0.05%
+196
213
$51K 0.05%
+3,093
214
$51K 0.05%
+5,105
215
$51K 0.05%
+246
216
$51K 0.05%
+1,131
217
$51K 0.05%
+3,620
218
$51K 0.05%
+547
219
$50K 0.05%
+746
220
$50K 0.05%
+725
221
$50K 0.05%
+3,550
222
$49K 0.05%
+3,394
223
$49K 0.05%
+1,078
224
$48K 0.05%
+1,880
225
$48K 0.05%
+907
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