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
201
$324K 0.02%
3,372
202
$322K 0.02%
2,561
-636
203
$317K 0.02%
4,278
204
$310K 0.02%
3,000
+1,077
205
$310K 0.02%
2,250
-100
206
$310K 0.02%
4,319
-335
207
$307K 0.02%
+5,240
208
$305K 0.02%
4,081
+5
209
$305K 0.02%
6,373
+160
210
$302K 0.02%
+5,150
211
$300K 0.02%
+8,079
212
$289K 0.02%
2,737
213
$288K 0.02%
6,246
214
$286K 0.02%
1,159
+351
215
$285K 0.02%
858
216
$283K 0.02%
496
-5
217
$274K 0.02%
3,477
-818
218
$273K 0.02%
+1,034
219
$270K 0.02%
745
220
$269K 0.02%
9,946
+105
221
$263K 0.02%
+1,085
222
$262K 0.02%
762
223
$260K 0.02%
3,146
224
$258K 0.02%
2,923
-16
225
$256K 0.02%
4,038
+8
7 8
9
10 11