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
+331
155
$553K 0.03%
6,116
+895
156
$551K 0.03%
1,647
+83
157
$541K 0.03%
13,988
158
$533K 0.03%
+8,657
159
$531K 0.03%
4,409
+1,354
160
$530K 0.03%
2,088
-27
161
$511K 0.03%
13,627
+4,371
162
$509K 0.03%
8,130
+144
163
$492K 0.03%
2,176
+1,191
164
$488K 0.03%
8,633
-140
165
$485K 0.03%
8,032
+40
166
$467K 0.03%
9,852
-1,705
167
$466K 0.03%
1,670
168
$464K 0.03%
6,131
-390
169
$460K 0.03%
9,270
170
$459K 0.03%
7,789
-1,159
171
$452K 0.03%
2,778
+2
172
$446K 0.03%
918
+389
173
$438K 0.03%
14,852
174
$433K 0.03%
21,500
175
$426K 0.03%
17,050
-250
5 6
7
8 9