APW

Aurora Private Wealth Portfolio holdings

AUM $135M
1-Year Est. Return 18.83%
This Quarter Est. Return
1 Year Est. Return
+18.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$284M
AUM Growth
+$1.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$12.1M
3
+$7.88M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$7.58M
5
AAPL icon
Apple
AAPL
+$5.68M

Top Sells

1
+$25.4M
2
+$19.9M
3
+$18.4M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$17M
5
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$4.13M

Sector Composition

1 Financials 8.22%
2 Technology 8.03%
3 Healthcare 4.74%
4 Consumer Discretionary 4.57%
5 Communication Services 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$281K 0.1%
+11,355
177
$278K 0.1%
+6,830
178
$272K 0.1%
+3,114
179
$268K 0.09%
22,335
+10,586
180
$268K 0.09%
+2,730
181
$266K 0.09%
+10,948
182
$264K 0.09%
5,274
+1,990
183
$263K 0.09%
+4,565
184
$261K 0.09%
7,116
+2,656
185
$260K 0.09%
+3,300
186
$257K 0.09%
+3,370
187
$256K 0.09%
+2,539
188
$249K 0.09%
8,660
+2,245
189
$247K 0.09%
+1,008
190
$242K 0.09%
20,708
+9,054
191
$240K 0.08%
+4,369
192
$239K 0.08%
+3,315
193
$237K 0.08%
+4,297
194
$236K 0.08%
+1,705
195
$232K 0.08%
+1,540
196
$232K 0.08%
+10,350
197
$224K 0.08%
+2,182
198
$223K 0.08%
+17,202
199
$223K 0.08%
48,554
+10,100
200
$218K 0.08%
+3,931
6 7
8
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