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
76
$500K 0.09%
3,371
+475
77
$494K 0.09%
37,880
-13,240
78
$474K 0.08%
5,900
+1,167
79
$466K 0.08%
7,554
-121
80
$459K 0.08%
10,480
-2,500
81
$425K 0.08%
2,805
-2,500
82
$423K 0.08%
1,818
+361
83
$419K 0.07%
5,861
-9
84
$418K 0.07%
2,145
85
$408K 0.07%
3,135
-15
86
$405K 0.07%
6,533
+921
87
$402K 0.07%
1,993
+293
88
$401K 0.07%
6,000
89
$400K 0.07%
20,000
90
$399K 0.07%
2,815
-100
91
$394K 0.07%
1,446
+250
92
$378K 0.07%
2,117
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93
$378K 0.07%
6,390
+330
94
$371K 0.07%
3,384
-236
95
$367K 0.07%
24,536
96
$354K 0.06%
3,392
+192
97
$348K 0.06%
1
98
$338K 0.06%
970
-180
99
$335K 0.06%
1,284
+35
100
$316K 0.06%
2,914
+301
2 3
4
5 6