AWM
Apex Wealth Management Portfolio holdings
AUM
$125M
1 Year Est. Return
–
AUM
$111M
AUM Growth
-$4.7M
(-4.1%)
Holding
51
Top Buys
| 1 | +$9.91M | |
| 2 | +$3.77M | |
| 3 | +$1.9M | |
| 4 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$1.41M |
| 5 |
BlackRock Flexible Income ETF
BINC
|
+$1.09M |
Top Sells
| 1 | +$7.05M | |
| 2 | +$3.27M | |
| 3 | +$3.18M | |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$1.08M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$678K |
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 |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.8B
| – | – |
-63,427
|
|