AW

Apricus Wealth Portfolio holdings

AUM $185M
1-Year Est. Return 18.96%
This Quarter Est. Return
1 Year Est. Return
+18.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
-$8.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$2.74M
2 +$714K
3 +$611K
4
SLB icon
SLB Ltd
SLB
+$347K
5
LNC icon
Lincoln National
LNC
+$301K

Top Sells

1 +$599K
2 +$524K
3 +$308K
4
MUFG icon
Mitsubishi UFJ Financial
MUFG
+$306K
5
RTX icon
RTX Corp
RTX
+$284K

Sector Composition

1 Healthcare 23.07%
2 Financials 21.46%
3 Energy 15.39%
4 Consumer Staples 10.95%
5 Technology 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$105K 0.1%
+17,200
77
$28K 0.03%
6,775
+250
78
-2,950
79
-2,000
80
-1,297
81
-1,858