APW
Aurora Private Wealth Portfolio holdings
AUM
$135M
1-Year Return
18.83%
This Quarter Return
-10.54%
1 Year Return
+18.83%
3 Year Return
+74.98%
5 Year Return
+131.44%
10 Year Return
–
AUM
$222M
AUM Growth
-$21M
(-8.7%)
Cap. Flow
+$7.81M
Cap. Flow
% of AUM
3.52%
Top 10 Holdings %
Top 10 Hldgs %
51.65%
Holding
204
New
11
Increased
82
Reduced
64
Closed
24
Top Buys
Top Sells
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$4.47M |
| 2 |
SPDR Portfolio High Yield Bond ETF
SPHY
|
$2.44M |
| 3 |
Schwab US TIPS ETF
SCHP
|
$2.06M |
| 4 |
SPDR Portfolio TIPS ETF
SPIP
|
$1.13M |
| 5 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$547K |
Sector Composition
| 1 | Technology | 4.62% |
| 2 | Financials | 3.81% |
| 3 | Healthcare | 2.48% |
| 4 | Communication Services | 1.69% |
| 5 | Consumer Discretionary | 1.66% |
