APW

Axim Planning & Wealth Portfolio holdings

AUM $93.9M
1-Year Est. Return 5.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+5.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$1.29M
3
+$312K
4
TSLA icon
Tesla
TSLA
+$239K
5
AMZN icon
Amazon
AMZN
+$186K

Top Sells

1
+$3.98M
2
+$1M
3
+$330K
4
JPM icon
JPMorgan Chase
JPM
+$329K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$316K

Sector Composition

1 Industrials 69.88%
2 Consumer Discretionary 5.16%
3 Consumer Staples 1.53%
4 Financials 1.17%
5 Technology 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-2,100
27
– –
-513
28
– –
-5,711
29
– –
-5,422
30
– –
-4,253
31
– –
-600
1
2