Aureum Wealth Management, LLC

**Aureum Wealth Management, LLC** manages $108M across a diversified portfolio of 49 positions. The strategy exhibits a notable tilt toward U.S. equity exposure, with top holdings including SPYG ($10.3M) and SPYV ($9.5M). Significant allocations are also directed toward international equities (IEFA at $9.0M) and defensive/income-generating assets, evidenced by positions in JEPI ($4.8M) and HDV ($4.3M). This structure suggests a mandate balancing growth potential with capital preservation across global markets.

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