AA

Apriem Advisors Portfolio holdings

AUM $941M
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$561M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$4.51M
2
+$530K
3
+$482K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$310K
5
VTRS icon
Viatris
VTRS
+$264K

Top Sells

1
+$5.11M
2
+$3.41M
3
+$2.7M
4
AAPL icon
Apple
AAPL
+$2.28M
5
AMZN icon
Amazon
AMZN
+$2.22M

Sector Composition

1 Technology 14.34%
2 Healthcare 11.38%
3 Consumer Discretionary 9.87%
4 Communication Services 7.17%
5 Industrials 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.51M 0.8%
+41,338
27
$3.96M 0.71%
47,595
+5,790
28
$3.96M 0.71%
96,127
-5,609
29
$3.83M 0.68%
85,596
-11,884
30
$3.79M 0.68%
102,965
-20,209
31
$3.46M 0.62%
114,330
+263
32
$2.88M 0.51%
13,473
-74
33
$2.27M 0.41%
9,803
-1,721
34
$2.18M 0.39%
60,500
35
$1.99M 0.36%
6,352
-5,912
36
$1.75M 0.31%
11,503
+66
37
$1.71M 0.31%
7,705
-5,611
38
$1.7M 0.3%
15,922
+223
39
$1.6M 0.28%
14,890
+584
40
$1.51M 0.27%
16,473
+831
41
$1.36M 0.24%
7,530
+388
42
$1.28M 0.23%
10,690
-330
43
$1.27M 0.23%
21,586
-326
44
$1.17M 0.21%
74,352
+343
45
$1.14M 0.2%
4,845
+395
46
$1.13M 0.2%
74,820
-4,000
47
$1.13M 0.2%
18,204
+2,155
48
$1.12M 0.2%
8,023
-26
49
$1.03M 0.18%
13,258
+714
50
$1M 0.18%
17,038
-3,716
1
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