AWM

Apex Wealth Management Portfolio holdings

AUM $140M
1-Year Est. Return 15.69%
This Quarter Est. Return
1 Year Est. Return
+15.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
-$4.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$9.91M
2
+$3.77M
3
+$1.9M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.41M
5
BINC icon
BlackRock Flexible Income ETF
BINC
+$1.09M

Top Sells

1
+$7.05M
2
+$3.27M
3
+$3.18M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.08M
5
IVV icon
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
– –
-63,427
1 2
3