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
$97.3M
AUM Growth
-$4.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$44.8M
2
+$2.91M
3
+$1.92M
4
EH
EHang Holdings
EH
+$1.26M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$586K

Top Sells

1
+$44.2M
2
+$7.28M
3
+$3.46M
4
DKNG icon
DraftKings
DKNG
+$775K
5
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$290K

Sector Composition

1 Industrials 23.58%
2 Consumer Discretionary 22.06%
3 Consumer Staples 2.15%
4 Financials 1.52%
5 Technology 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
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