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
126
$768K 0.05%
19,192
+7,121
127
$761K 0.05%
3,531
128
$758K 0.05%
3,154
+350
129
$738K 0.04%
3,936
+600
130
$716K 0.04%
6,717
-3,354
131
$711K 0.04%
920
+272
132
$708K 0.04%
773
+15
133
$708K 0.04%
2,555
134
$705K 0.04%
3,968
+728
135
$705K 0.04%
8,601
-1,378
136
$686K 0.04%
4,473
+2,702
137
$677K 0.04%
+7,790
138
$676K 0.04%
10,851
+2,652
139
$673K 0.04%
2,268
+1,207
140
$664K 0.04%
11,390
141
$653K 0.04%
32,908
+12,500
142
$651K 0.04%
2,904
-45
143
$641K 0.04%
11,161
-882
144
$627K 0.04%
3,543
-50
145
$621K 0.04%
7,980
146
$621K 0.04%
2,382
-405
147
$619K 0.04%
14,079
+36
148
$604K 0.04%
22,772
+9,570
149
$599K 0.04%
3,024
-25
150
$589K 0.04%
+13,354
4 5
6
7 8