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
$284M
AUM Growth
+$1.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$11.9M
3
+$9.08M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$7.76M
5
AAPL icon
Apple
AAPL
+$6.58M

Top Sells

1
+$25.4M
2
+$21.8M
3
+$19.9M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$18.8M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$4.13M

Sector Composition

1 Financials 8.22%
2 Technology 8.03%
3 Healthcare 4.74%
4 Consumer Discretionary 4.57%
5 Communication Services 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
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