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
$222M
AUM Growth
-$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Sells

1 +$4.47M
2 +$2.44M
3 +$2.06M
4
SPIP icon
SPDR Portfolio TIPS ETF
SPIP
+$1.13M
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$547K

Sector Composition

1 Technology 4.62%
2 Financials 3.81%
3 Healthcare 2.48%
4 Communication Services 1.69%
5 Consumer Discretionary 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-1,026
202
-920
203
-3,668
204
-1,823