Aurum Wealth Management Group, LLC
Aurum Wealth Management Group, LLC latest Q4_2020 13F filings reported $426,101,000 in market value on this 2021-02-09 report date . The portfolio quarterly return is 30.61%. This fund has 151 securities concentrations of 100% weights.
Aurum Wealth Management Group, LLC largest holding is ISHARES S&P 500 with weight of 13.92% and $59,322,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.
Portfolio Performance History
|FILE DATE||REPORT PERIOD||QTR YEAR||FILE TYPE||NOS. OF STOCKS||REPORTED VALUE||RETURN|