Instuitional Investor - Aureum Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Aureum Wealth Management, Llc |
| Portfolio Value | $143,698,824 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 211,159 | $11,947,403 | 8.31% | |
| 2. | VLUE | 131,629 | $11,916,328 | 8.29% | |
| 3. | Spdr Series Trust | 116,563 | $11,412,670 | 7.94% | |
| 4. | Ishares Tr - MBS ETF | 92,201 | $8,754,485 | 6.09% | |
| 5. | World Gold Tr | 70,864 | $6,568,384 | 4.57% |