APW

Aurora Private Wealth Portfolio holdings

AUM $135M
1-Year Est. Return 18.83%
This Quarter Est. Return
1 Year Est. Return
+18.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$246M
AUM Growth
-$3.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$5.38M
3
+$1.4M
4
VPU icon
Vanguard Utilities ETF
VPU
+$1.35M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.28M

Top Sells

1
+$3.5M
2
+$3.17M
3
+$2.91M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.03M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.68M

Sector Composition

1 Technology 7.88%
2 Financials 6.76%
3 Healthcare 4.79%
4 Consumer Discretionary 3.73%
5 Communication Services 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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