APW
Aurora Private Wealth Portfolio holdings
AUM
$135M
1-Year Return
18.83%
This Quarter Return
+6.23%
1 Year Return
+18.83%
3 Year Return
+74.98%
5 Year Return
+131.44%
10 Year Return
–
AUM
$250M
AUM Growth
+$8.53M
(+3.5%)
Cap. Flow
-$2.72M
Cap. Flow
% of AUM
-1.09%
Top 10 Holdings %
Top 10 Hldgs %
42.32%
Holding
242
New
32
Increased
107
Reduced
52
Closed
39
Top Buys
Top Sells
| 1 |
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
|
$16.5M |
| 2 |
Schwab Short-Term US Treasury ETF
SCHO
|
$8.15M |
| 3 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$5.97M |
| 4 |
Vanguard Small-Cap Growth ETF
VBK
|
$4.32M |
| 5 |
Vanguard Growth ETF
VUG
|
$1.68M |
Sector Composition
| 1 | Technology | 11.07% |
| 2 | Financials | 8.54% |
| 3 | Consumer Discretionary | 6.35% |
| 4 | Healthcare | 4.28% |
| 5 | Communication Services | 3% |
