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
$123M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$1.31M
3
+$329K
4
TSLA icon
Tesla
TSLA
+$215K
5
AMZN icon
Amazon
AMZN
+$201K

Top Sells

1
+$4.15M
2
+$1.01M
3
+$365K
4
BABA icon
Alibaba
BABA
+$330K
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
– –
-490
27
– –
-2,100
28
– –
-5,422
29
– –
-513
30
– –
-4,253
31
– –
-600
1
2