APW
Aurora Private Wealth Portfolio holdings
AUM
$135M
1-Year Return
18.83%
This Quarter Return
-18.05%
1 Year Return
+18.83%
3 Year Return
+74.98%
5 Year Return
+131.44%
10 Year Return
–
AUM
$284M
AUM Growth
+$1.48M
(+0.52%)
Cap. Flow
+$48.3M
Cap. Flow
% of AUM
17.01%
Top 10 Holdings %
Top 10 Hldgs %
38.46%
Holding
276
New
74
Increased
152
Reduced
14
Closed
36
Top Buys
| 1 |
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
|
$13.9M |
| 2 |
Schwab Short-Term US Treasury ETF
SCHO
|
$12.1M |
| 3 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$7.88M |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
$7.58M |
| 5 |
Apple
AAPL
|
$5.68M |
Top Sells
Sector Composition
| 1 | Financials | 8.22% |
| 2 | Technology | 8.03% |
| 3 | Healthcare | 4.74% |
| 4 | Consumer Discretionary | 4.57% |
| 5 | Communication Services | 4.25% |
