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
$113M
AUM Growth
+$1.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$547K
3
+$508K
4
TDSD
Cabana Target Drawdown 13 ETF
TDSD
+$229K
5
MRK icon
Merck
MRK
+$226K

Top Sells

1
+$8.15M
2
+$6.21M
3
+$1.76M
4
AAL icon
American Airlines Group
AAL
+$143K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$21.2K

Sector Composition

1 Industrials 60.16%
2 Consumer Discretionary 7.04%
3 Consumer Staples 1.83%
4 Financials 1.35%
5 Technology 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$164K 0.15%
11,500
27
$153K 0.13%
+19,100
28
$140K 0.12%
10,892
-11,197
1
2