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
51
$3.8M 0.23%
19,938
+1,361
52
$3.58M 0.22%
41,600
+220
53
$3.43M 0.21%
43,607
-408
54
$3.4M 0.21%
20,065
+6,500
55
$3.29M 0.2%
10,197
56
$3.2M 0.19%
56,457
+43,340
57
$3.14M 0.19%
21,679
+11,262
58
$3.01M 0.18%
5,249
+4
59
$3.01M 0.18%
17,149
+2,210
60
$2.77M 0.17%
44,529
+29
61
$2.74M 0.17%
25,812
+5
62
$2.67M 0.16%
12,101
+414
63
$2.62M 0.16%
4,472
+129
64
$2.48M 0.15%
6,604
65
$2.48M 0.15%
4,894
-127
66
$2.42M 0.15%
28,234
+11,907
67
$2.32M 0.14%
30,692
+9,939
68
$2.3M 0.14%
23,738
+393
69
$2.27M 0.14%
15,659
+7,527
70
$2.25M 0.14%
17,072
-667
71
$2.19M 0.13%
5,139
72
$2.18M 0.13%
45,145
+655
73
$2.14M 0.13%
20,631
-278
74
$2.14M 0.13%
25,231
+276
75
$2.08M 0.13%
19,741
+509
1 2
3
4 5