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
$101M
AUM Growth
+$3.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$5.62M
3
+$314K
4
XOM icon
Exxon Mobil
XOM
+$208K
5
MO icon
Altria Group
MO
+$44.6K

Top Sells

1
+$10.5M
2
+$5.31M
3
+$1.92M
4
DKNG icon
DraftKings
DKNG
+$1.73M
5
CCL icon
Carnival Corp
CCL
+$1.1M

Sector Composition

1 Industrials 33.64%
2 Consumer Discretionary 7.94%
3 Consumer Staples 1.94%
4 Financials 1.34%
5 Technology 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-93,900
27
– –
-26,650
28
– –
-7,214
29
– –
-562
1
2