APW
Aurora Private Wealth Portfolio holdings
AUM
$135M
1-Year Return
18.83%
This Quarter Return
+10.67%
1 Year Return
+18.83%
3 Year Return
+74.98%
5 Year Return
+131.44%
10 Year Return
–
AUM
$116M
AUM Growth
+$9.64M
(+9.1%)
Cap. Flow
+$925K
Cap. Flow
% of AUM
0.8%
Top 10 Holdings %
Top 10 Hldgs %
31.23%
Holding
172
New
15
Increased
63
Reduced
57
Closed
19
Top Buys
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$501K |
| 2 |
JPMorgan Equity Premium Income ETF
JEPI
|
$454K |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$436K |
| 4 |
Boeing
BA
|
$325K |
| 5 |
Invesco DB US Dollar Index Bullish Fund
UUP
|
$322K |
Sector Composition
| 1 | Technology | 11.04% |
| 2 | Financials | 8.69% |
| 3 | Communication Services | 5.57% |
| 4 | Energy | 5.06% |
| 5 | Consumer Discretionary | 4.63% |
