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APW

Aurora Private Wealth Portfolio holdings

AUM $140M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$241M
AUM Growth
+$4.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$1.83M
3
+$1.38M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.13M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.12M

Top Sells

1
+$3.24M
2
+$1.59M
3
+$1.3M
4
PG icon
Procter & Gamble
PG
+$1.29M
5
DIS icon
Walt Disney
DIS
+$1.12M

Sector Composition

1 Technology 10.16%
2 Financials 8.12%
3 Consumer Discretionary 6.59%
4 Healthcare 4.25%
5 Industrials 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-5,457
227
– –
-38,678
228
– –
-1,570
229
– –
-1,015
230
– –
-4,508
231
– –
-4,250
232
– –
-7,028
233
– –
-6,080
234
– –
-9,312
235
– –
-3,927
236
– –
-5,258
237
– –
-1,064
238
– –
-7,008
239
– –
-19,321
240
– –
-21,075
241
– –
-12,301
242
– –
-5,008
6 7 8 9
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