APW
Aurora Private Wealth Portfolio holdings
AUM
$135M
1-Year Return
18.83%
This Quarter Return
+7.71%
1 Year Return
+18.83%
3 Year Return
+74.98%
5 Year Return
+131.44%
10 Year Return
–
AUM
$241M
AUM Growth
+$4.78M
(+2%)
Cap. Flow
-$9.81M
Cap. Flow
% of AUM
-4.07%
Top 10 Holdings %
Top 10 Hldgs %
43.99%
Holding
242
New
22
Increased
79
Reduced
94
Closed
32
Top Buys
Top Sells
| 1 |
SPDR S&P 600 Small Cap Growth ETF
SLYG
|
$3.27M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.63M |
| 3 |
Procter & Gamble
PG
|
$1.34M |
| 4 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$1.3M |
| 5 |
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% |
