AWM
Apex Wealth Management Portfolio holdings
AUM
$140M
1-Year Est. Return
15.69%
1 Year Est. Return
+15.69%
AUM
$140M
AUM Growth
+$15.2M
(+12%)
Holding
59
Top Buys
| 1 | +$3.75M | |
| 2 | +$1.43M | |
| 3 | +$1.06M | |
| 4 |
Fidelity International Multifactor ETF
FDEV
|
+$698K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$610K |
Top Sells
| 1 | +$1.02M | |
| 2 | +$683K | |
| 3 | +$513K | |
| 4 |
Schwab US Broad Market ETF
SCHB
|
+$468K |
| 5 |
Invesco QQQ Trust
QQQ
|
+$441K |
Sector Composition
| 1 | Consumer Discretionary | 7.26% |
| 2 | Technology | 5.65% |
| 3 | Communication Services | 2.19% |
| 4 | Consumer Staples | 1.2% |
| 5 | Financials | 0.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
State Street Energy Select Sector SPDR ETF
XLE
$27.2B
| $298K | 0.21% |
3,335
+28
|
|
||
52
TSMC
TSM
$1.51T
| $288K | 0.21% |
1,030
-8
|
|
||
53
Spotify
SPOT
$119B
| $277K | 0.2% |
397
-18
|
|
||
54
Fidelity MSCI Health Care Index ETF
FHLC
$2.82B
| $244K | 0.17% |
3,650
-439
|
|
||
55
Schwab US Dividend Equity ETF
SCHD
$70.6B
| $235K | 0.17% |
+8,624
|
|
||
56
Netflix
NFLX
$463B
| $227K | 0.16% |
1,890
+100
|
|
||
57
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.01B
| $216K | 0.15% |
3,354
-1
|
|
||
58
Fidelity Enhanced Large Cap Growth ETF
FELG
$4.63B
| $216K | 0.15% |
+5,243
|
|
||
59
Gen Digital
GEN
$16.2B
| $214K | 0.15% |
7,538
+32
|
|