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
$154M
AUM Growth
+$2.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$1.4M
2 +$1.27M
3 +$577K
4
SXI icon
Standex International
SXI
+$299K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$279K

Top Sells

1 +$754K
2 +$644K
3 +$387K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$335K
5
AAPL icon
Apple
AAPL
+$307K

Sector Composition

1 Energy 20.01%
2 Financials 19.02%
3 Healthcare 15.81%
4 Consumer Staples 11.61%
5 Technology 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$25.5K 0.02%
48,962
-30,000
102
-18,000
103
-1,137
104
-2,540