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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 $1,156,968,358
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 345,386 $194,072,305 16.77%
2.
Schwab Strategic Trust
 FNDF 3,618,623 $79,899,186 6.91%
3.
Vanguard Tax-Managed Fds
 1,276,298 $64,874,244 5.61%
4.
Janus Detroit Str Tr
 1,232,858 $62,518,253 5.4%
5.
Schwab Strategic Trust
 FNDF 2,072,513 $48,558,980 4.2%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)