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Home > Institutional Investor > Aurum Wealth Management Group, Llc > Profile

Instuitional Investor - Aurum Wealth Management Group, Llc

Fund Profile
Filing Period:
Fund Name: Aurum Wealth Management Group, Llc
Portfolio Value $939,739,148
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 349,730 $167,041,503 17.77%
2.
Schwab Strategic Trust
 FNDF 1,690,017 $95,316,937 10.14%
3.
Vanguard Tax-Managed Fds
 1,222,573 $58,561,252 6.23%
4.
Schwab Strategic Trust
 FNDF 1,187,205 $56,083,546 5.96%
5.
Vanguard Index Fds
 221,771 $47,310,381 5.03%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)