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
176
$426K 0.03%
8,345
-200
177
$421K 0.03%
1,993
+342
178
$419K 0.03%
6,605
179
$419K 0.03%
804
+14
180
$418K 0.03%
+2,140
181
$411K 0.02%
3,551
+1
182
$408K 0.02%
+3,265
183
$405K 0.02%
1,213
+28
184
$404K 0.02%
3,624
185
$393K 0.02%
4,770
+300
186
$391K 0.02%
2,148
+62
187
$385K 0.02%
9,471
+78
188
$385K 0.02%
3,404
+793
189
$372K 0.02%
+1,008
190
$369K 0.02%
15,724
191
$369K 0.02%
4,045
-19
192
$362K 0.02%
+2,213
193
$354K 0.02%
975
-96
194
$350K 0.02%
5,826
+2,300
195
$345K 0.02%
282
-6
196
$343K 0.02%
3,331
+63
197
$342K 0.02%
4,748
-100
198
$333K 0.02%
6,161
199
$332K 0.02%
+1,483
200
$325K 0.02%
2,116
-17
6 7
8
9 10