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
26
$10.6M 0.64%
45,441
-294
27
$8.53M 0.52%
35,222
+5,497
28
$8.31M 0.5%
37,897
+1,573
29
$8.21M 0.5%
114,163
+16,874
30
$8.2M 0.5%
62,081
-171
31
$7.76M 0.47%
80,072
+1,343
32
$7.37M 0.45%
18,343
-158
33
$7.13M 0.43%
77,203
+150
34
$7.05M 0.43%
26,145
+286
35
$7.01M 0.43%
15,457
+322
36
$6.41M 0.39%
96,992
-6,189
37
$6.19M 0.38%
59,059
+641
38
$6.12M 0.37%
60,775
+57,222
39
$6.08M 0.37%
71,977
+2,000
40
$6.01M 0.36%
119,511
+10,354
41
$5.84M 0.35%
24,354
+5,037
42
$5.44M 0.33%
94,019
+55,018
43
$5.28M 0.32%
68,305
+17,786
44
$5.22M 0.32%
103,714
+84,006
45
$5.22M 0.32%
58,765
-784
46
$5.17M 0.31%
50,658
-2,673
47
$4.34M 0.26%
6,972
+1,361
48
$4.32M 0.26%
31,425
+11,091
49
$4.27M 0.26%
10,408
+115
50
$3.9M 0.24%
21,113
+13,014
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