AWM
Apex Wealth Management Portfolio holdings
AUM $111M
AUM
$111M
AUM Growth
-$4.7M (-4%)
Cap. Flow
+$5.04M
Cap. Flow % of AUM
4.53%
Top 10 Holdings %Top 10 Hldgs %
59.38%
Holding
51
New
1
Increased
28
Reduced
18
Closed
2
Top Buys
| 1 | $9.91M | |
| 2 | $3.77M | |
| 3 | $1.9M | |
| 4 | $1.41M | |
| 5 | $1.09M |
Top Sells
| 1 | $7.05M | |
| 2 | $3.27M | |
| 3 | $1.08M | |
| 4 | $678K | |
| 5 | $442K |
Sector Composition
| 1 | Consumer Discretionary | 6.23% |
| 2 | Technology | 4.99% |
| 3 | Communication Services | 1.77% |
| 4 | Consumer Staples | 1.21% |
| 5 | Financials | 0.74% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -63,427 | Closed | – |
