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Home > Institutional Investor > Aureum Wealth Management, Llc > Profile

Instuitional Investor - Aureum Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Aureum Wealth Management, Llc
Portfolio Value $161,766,388
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 KRE 121,978 $15,013,062 9.28%
2.
Spdr Series Trust
 KRE 227,528 $13,908,763 8.6%
3.
Ishares Trust
 HYG 137,270 $13,298,696 8.22%
4.
J P Morgan Exchange Traded F
 119,393 $6,712,288 4.15%
5.
Ishares Tr - CORE HIGH DV ETF
 237,478 $6,639,885 4.1%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.