APW
Aurora Private Wealth Portfolio holdings
AUM
$135M
This Quarter Return
-2.85%
1 Year Return
+18.83%
3 Year Return
+74.98%
5 Year Return
+131.44%
10 Year Return
–
AUM
$90.4M
AUM Growth
+$90.4M
(+2.7%)
Cap. Flow
+$7.16M
Cap. Flow
% of AUM
7.92%
Top 10 Holdings %
Top 10 Hldgs %
33.73%
Holding
149
New
16
Increased
77
Reduced
26
Closed
15
Top Buys
| 1 |
Invesco S&P 500 Top 50 ETF
XLG
|
$1.2M |
| 2 |
JPMorgan Equity Premium Income ETF
JEPI
|
$790K |
| 3 |
AbbVie
ABBV
|
$489K |
| 4 |
Microsoft
MSFT
|
$465K |
| 5 |
Alerian MLP ETF
AMLP
|
$457K |
Top Sells
Sector Composition
| 1 | Technology | 10.85% |
| 2 | Financials | 7.86% |
| 3 | Energy | 5.79% |
| 4 | Communication Services | 5.05% |
| 5 | Consumer Discretionary | 4.77% |
