AWM
Apex Wealth Management Portfolio holdings
AUM
$125M
This Quarter Return
+4.33%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$116M
AUM Growth
–
Cap. Flow
+$116M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
54.28%
Holding
50
New
50
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$12.9M |
| 2 |
Fidelity Total Bond ETF
FBND
|
$9.08M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$7.23M |
| 4 |
Vanguard Growth ETF
VUG
|
$7.13M |
| 5 |
Tesla
TSLA
|
$5.76M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 8.57% |
| 2 | Technology | 5.18% |
| 3 | Communication Services | 1.55% |
| 4 | Consumer Staples | 1.17% |
| 5 | Financials | 0.77% |
