APW
Aurora Private Wealth Portfolio holdings
AUM
$135M
1-Year Return
18.83%
This Quarter Return
-0%
1 Year Return
+18.83%
3 Year Return
+74.98%
5 Year Return
+131.44%
10 Year Return
–
AUM
$246M
AUM Growth
-$3.26M
(-1.3%)
Cap. Flow
-$2.66M
Cap. Flow
% of AUM
-1.08%
Top 10 Holdings %
Top 10 Hldgs %
42.6%
Holding
241
New
38
Increased
80
Reduced
67
Closed
30
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$6.44M |
| 2 |
Vanguard Small-Cap Growth ETF
VBK
|
$5.38M |
| 3 |
Vanguard Growth ETF
VUG
|
$1.4M |
| 4 |
Vanguard Utilities ETF
VPU
|
$1.35M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
$1.28M |
Top Sells
| 1 |
Apple
AAPL
|
$3.5M |
| 2 |
PGIM Ultra Short Bond ETF
PULS
|
$3.18M |
| 3 |
PENN Entertainment
PENN
|
$2.91M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$2.03M |
| 5 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$1.68M |
Sector Composition
| 1 | Technology | 7.88% |
| 2 | Financials | 6.76% |
| 3 | Healthcare | 4.79% |
| 4 | Consumer Discretionary | 3.73% |
| 5 | Communication Services | 2.94% |
