APW
Aurora Private Wealth Portfolio holdings
AUM
$135M
This Quarter Return
+9.87%
1 Year Return
+18.83%
3 Year Return
+74.98%
5 Year Return
+131.44%
10 Year Return
–
AUM
$106M
AUM Growth
+$106M
(+17%)
Cap. Flow
+$7.78M
Cap. Flow
% of AUM
7.34%
Top 10 Holdings %
Top 10 Hldgs %
32.05%
Holding
172
New
38
Increased
62
Reduced
45
Closed
15
Top Buys
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$609K |
| 2 |
First Trust Senior Loan Fund ETF
FTSL
|
$501K |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$436K |
| 4 |
First Trust Municipal High Income ETF
FMHI
|
$333K |
| 5 |
BP
BP
|
$330K |
Top Sells
Sector Composition
| 1 | Technology | 11.55% |
| 2 | Financials | 8.11% |
| 3 | Energy | 5.14% |
| 4 | Communication Services | 4.96% |
| 5 | Consumer Discretionary | 4.9% |
