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
$83.5M
AUM Growth
-$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$7.07M
2
+$3.41M
3
+$339K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$291K
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$287K

Top Sells

1
+$21.1M
2
+$1.3M
3
+$375K
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$227K
5
TSLA icon
Tesla
TSLA
+$215K

Sector Composition

1 Industrials 76.67%
2 Consumer Discretionary 6.64%
3 Consumer Staples 2.15%
4 Financials 1.68%
5 Technology 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$160K 0.19%
11,500
27
$58.5K 0.07%
14,055
-26,230
28
– –
-14,083
29
– –
-803,745
30
– –
-402
31
– –
-1,225
1
2