APW
Aventura Private Wealth Portfolio holdings
AUM
$278M
1-Year Est. Return
23.27%
This Fund
S&P 500
1 Year Est. Return
+23.27%
AUM
$271M
AUM Growth
+$40.2M
(+17%)
Holding
852
Top Buys
| 1 | +$6.1M | |
| 2 | +$2.04M | |
| 3 | +$1.82M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$1.33M |
| 5 |
Palantir
PLTR
|
+$1.2M |
Top Sells
| 1 | +$902K | |
| 2 | +$651K | |
| 3 | +$576K | |
| 4 |
Danaher
DHR
|
+$511K |
| 5 |
Global X S&P 500 Covered Call ETF
XYLD
|
+$476K |
Sector Composition
| 1 | Technology | 34.86% |
| 2 | Financials | 9.05% |
| 3 | Communication Services | 8.89% |
| 4 | Consumer Discretionary | 7.91% |
| 5 | Industrials | 5.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
851
Amer Sports
AS
$21B
| – | – |
-7
|
|
||
|
DAY
852
DELISTED
Dayforce
DAY
| – | – |
-425
|
|