APW

Axim Planning & Wealth Portfolio holdings

AUM $109M
1-Year Est. Return 31.45%
This Quarter Est. Return
1 Year Est. Return
+31.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$54.8M
2
+$35.9M
3
+$20.1M
4
CCL icon
Carnival Corp
CCL
+$6.06M
5
DKNG icon
DraftKings
DKNG
+$2.42M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 35.31%
2 Industrials 16.71%
3 Technology 0.66%
4 Financials 0.48%
5 Materials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$98K 0.08%
+2,500
27
$88K 0.07%
+390
28
$76K 0.06%
+1,400
29
$76K 0.06%
+308
30
$72K 0.06%
+660
31
$72K 0.06%
+1,614
32
$71K 0.06%
+1,280
33
$70K 0.05%
+1,555
34
$66K 0.05%
+700
35
$62K 0.05%
+200
36
$61K 0.05%
+578
37
$61K 0.05%
+1,314
38
$60K 0.05%
+243
39
$58K 0.05%
+760
40
$58K 0.05%
+5,219
41
$56K 0.04%
+413
42
$56K 0.04%
+318
43
$53K 0.04%
+180
44
$52K 0.04%
+3,450
45
$46K 0.04%
+1,100
46
$45K 0.03%
+189
47
$45K 0.03%
+142
48
$44K 0.03%
+422
49
$42K 0.03%
+244
50
$41K 0.03%
+287
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