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
76
$2.05M 0.12%
10,457
+8,009
77
$1.95M 0.12%
19,467
+1,144
78
$1.93M 0.12%
8,771
+4,292
79
$1.92M 0.12%
16,285
+2,200
80
$1.91M 0.12%
32,374
-2,157
81
$1.72M 0.1%
1,925
+17
82
$1.68M 0.1%
22,078
+54
83
$1.64M 0.1%
9,825
+742
84
$1.55M 0.09%
68,198
+2,630
85
$1.47M 0.09%
8,508
+1
86
$1.46M 0.09%
+18,019
87
$1.35M 0.08%
3,458
-88
88
$1.33M 0.08%
5,748
-1,792
89
$1.33M 0.08%
10,040
+7,919
90
$1.32M 0.08%
26,357
+3,864
91
$1.28M 0.08%
+6,041
92
$1.24M 0.08%
11,482
+1,842
93
$1.22M 0.07%
9,253
+6,837
94
$1.22M 0.07%
2,739
+98
95
$1.21M 0.07%
+75,015
96
$1.2M 0.07%
11,288
+195
97
$1.18M 0.07%
22,355
-1,720
98
$1.17M 0.07%
4,029
+56
99
$1.16M 0.07%
+54,613
100
$1.13M 0.07%
22,228
-432
2 3
4
5 6