APW

Axim Planning & Wealth Portfolio holdings

AUM $126M
1-Year Est. Return 35.82%
This Quarter Est. Return
1 Year Est. Return
+35.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
-$3.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$1.39M
3
+$361K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$245K
5
AAPL icon
Apple
AAPL
+$232K

Top Sells

1
+$2.75M
2
+$811K
3
+$515K
4
NIO icon
NIO
NIO
+$456K
5
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$330K

Sector Composition

1 Industrials 60.41%
2 Consumer Discretionary 7.76%
3 Consumer Staples 1.86%
4 Financials 1.55%
5 Technology 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$219K 0.2%
22,000
+2,900
27
$201K 0.18%
+490
28
$181K 0.17%
11,500
29
– –
-4,019
30
– –
-10,892
31
– –
-1,893
32
– –
-2,193
33
– –
-10,698
1
2