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
$217M
AUM Growth
-$66.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$12.1M
3
+$11.6M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.12M
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$765K

Top Sells

1
+$9.04M
2
+$8.79M
3
+$7.25M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$5.58M
5
AMZN icon
Amazon
AMZN
+$3.95M

Sector Composition

1 Technology 8%
2 Financials 5.99%
3 Consumer Discretionary 4.57%
4 Healthcare 3.42%
5 Communication Services 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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