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
$243M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$4.43M
3
+$3.69M
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$1.31M
5
FNOV icon
FT Vest US Equity Buffer ETF November
FNOV
+$1.14M

Top Sells

1
+$1.59M
2
+$372K
3
+$327K
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$326K
5
HYLD
High Yield ETF
HYLD
+$305K

Sector Composition

1 Technology 5.36%
2 Financials 4.74%
3 Healthcare 2.52%
4 Communication Services 2.01%
5 Consumer Discretionary 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
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