AF

Apexium Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 13.34%
This Quarter Est. Return
1 Year Est. Return
+13.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.65B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$9.74M
3
+$5.76M
4
AAPL icon
Apple
AAPL
+$5.24M
5
SHDG icon
Soundwatch Hedged Equity ETF
SHDG
+$4.47M

Top Sells

1
+$2.58M
2
+$669K
3
+$483K
4
AVGO icon
Broadcom
AVGO
+$415K
5
CSM icon
ProShares Large Cap Core Plus
CSM
+$409K

Sector Composition

1 Technology 6.7%
2 Communication Services 2.24%
3 Financials 2.01%
4 Consumer Discretionary 0.87%
5 Healthcare 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$253K 0.02%
4,200
227
$252K 0.02%
2,360
-478
228
$251K 0.02%
3,561
+278
229
$249K 0.02%
1,000
230
$249K 0.02%
530
231
$248K 0.02%
+395
232
$243K 0.01%
7,750
+37
233
$243K 0.01%
867
-37
234
$235K 0.01%
+10,666
235
$234K 0.01%
5,402
+460
236
$234K 0.01%
11,660
+1,353
237
$231K 0.01%
+1,788
238
$229K 0.01%
6,000
+250
239
$229K 0.01%
+1,850
240
$228K 0.01%
3,470
+5
241
$221K 0.01%
22,134
242
$219K 0.01%
+1,080
243
$219K 0.01%
+4,426
244
$219K 0.01%
1,311
+190
245
$217K 0.01%
416
-23
246
$216K 0.01%
+847
247
$213K 0.01%
+1,302
248
$211K 0.01%
498
-105
249
$209K 0.01%
8,500
-1,750
250
$209K 0.01%
+2,106
7 8 9
10
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