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
$853M
AUM Growth
-$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$10.8M
3
+$9.31M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$5.55M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$5.2M

Top Sells

1
+$7.34M
2
+$4.25M
3
+$4.22M
4
AMT icon
American Tower
AMT
+$3.72M
5
CTAS icon
Cintas
CTAS
+$3.12M

Sector Composition

1 Technology 14.41%
2 Industrials 5.55%
3 Financials 4.51%
4 Communication Services 4.4%
5 Consumer Discretionary 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RSPT icon
51
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.46B
$2.45M 0.29%
71,547
+1
COST icon
52
Costco
COST
$412B
$2.44M 0.29%
2,575
+117
ETN icon
53
Eaton
ETN
$148B
$2.43M 0.28%
8,926
-284
SYK icon
54
Stryker
SYK
$147B
$2.42M 0.28%
6,496
-209
AMD icon
55
Advanced Micro Devices
AMD
$421B
$2.32M 0.27%
22,589
+1,276
META icon
56
Meta Platforms (Facebook)
META
$1.89T
$2.31M 0.27%
4,013
+55
CVX icon
57
Chevron
CVX
$313B
$2.21M 0.26%
13,182
-397
GOOG icon
58
Alphabet (Google) Class C
GOOG
$3.26T
$2.11M 0.25%
13,512
+550
QCOM icon
59
Qualcomm
QCOM
$203B
$2.11M 0.25%
13,732
+1,228
JNJ icon
60
Johnson & Johnson
JNJ
$458B
$1.99M 0.23%
12,024
-191
SCHG icon
61
Schwab US Large-Cap Growth ETF
SCHG
$53.9B
$1.91M 0.22%
76,199
+36,853
BTC
62
Grayscale Bitcoin Mini Trust ETF
BTC
$5.02B
$1.8M 0.21%
49,357
+31,282
KLAC icon
63
KLA
KLAC
$160B
$1.75M 0.21%
2,581
-127
DIA icon
64
SPDR Dow Jones Industrial Average ETF Trust
DIA
$40.5B
$1.74M 0.2%
4,150
LOW icon
65
Lowe's Companies
LOW
$137B
$1.69M 0.2%
7,249
-112
SBUX icon
66
Starbucks
SBUX
$99.1B
$1.61M 0.19%
16,382
-83
VOO icon
67
Vanguard S&P 500 ETF
VOO
$780B
$1.6M 0.19%
3,104
+1
IWM icon
68
iShares Russell 2000 ETF
IWM
$71.8B
$1.53M 0.18%
7,662
+193
AVGO icon
69
Broadcom
AVGO
$1.71T
$1.49M 0.17%
8,890
-304
PFE icon
70
Pfizer
PFE
$141B
$1.49M 0.17%
58,666
+2,769
NFLX icon
71
Netflix
NFLX
$464B
$1.48M 0.17%
1,585
-211
ED icon
72
Consolidated Edison
ED
$36.1B
$1.41M 0.17%
12,771
VB icon
73
Vanguard Small-Cap ETF
VB
$68.8B
$1.4M 0.16%
6,315
+4,790
BAC icon
74
Bank of America
BAC
$389B
$1.2M 0.14%
28,824
+117
PANW icon
75
Palo Alto Networks
PANW
$149B
$1.2M 0.14%
7,028
-32
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3
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