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
151
$576K 0.03%
5,343
+210
152
$569K 0.03%
7,263
+100
153
$561K 0.03%
+10,736
154
$557K 0.03%
6,622
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155
$553K 0.03%
6,116
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156
$551K 0.03%
1,647
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157
$541K 0.03%
13,988
158
$533K 0.03%
+8,657
159
$531K 0.03%
4,409
+1,354
160
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2,088
-27
161
$511K 0.03%
13,627
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162
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8,130
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163
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2,176
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164
$488K 0.03%
8,633
-140
165
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166
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9,852
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167
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168
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6,131
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169
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9,270
170
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7,789
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171
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2,778
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172
$446K 0.03%
918
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173
$438K 0.03%
14,852
174
$433K 0.03%
21,500
175
$426K 0.03%
17,050
-250