AW
Apricus Wealth Portfolio holdings
AUM
$205M
1-Year Est. Return
26.96%
This Fund
S&P 500
1 Year Est. Return
+26.96%
AUM
$196M
AUM Growth
+$10.4M
(+5.6%)
Holding
133
Top Buys
| 1 | +$2.34M | |
| 2 | +$2.17M | |
| 3 | +$510K | |
| 4 |
PNC Financial Services
PNC
|
+$501K |
| 5 |
Pfizer
PFE
|
+$395K |
Top Sells
| 1 | +$3.1M | |
| 2 | +$1.38M | |
| 3 | +$500K | |
| 4 |
B
Barrick Mining
B
|
+$444K |
| 5 |
iShares Russell Top 200 Growth ETF
IWY
|
+$367K |
Sector Composition
| 1 | Healthcare | 17.7% |
| 2 | Energy | 16.62% |
| 3 | Financials | 15.57% |
| 4 | Consumer Staples | 13.72% |
| 5 | Technology | 7.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
UFP Industries
UFPI
$5.44B
| – | – |
-2,287
|
|
||
127
iShares MSCI EAFE Small-Cap ETF
SCZ
$14.2B
| – | – |
-3,211
|
|
||
128
Paychex
PAYX
$32.6B
| – | – |
-1,869
|
|
||
129
Home Depot
HD
$328B
| – | – |
-526
|
|
||
130
Grayscale Bitcoin Trust
GBTC
$30.3B
| – | – |
-2,500
|
|
||
131
Darden Restaurants
DRI
$22.5B
| – | – |
-1,141
|
|
||
132
ConocoPhillips
COP
$152B
| – | – |
-14,546
|
|
||
133
American Water Works
AWK
$25.9B
| – | – |
-1,529
|
|