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
$88.8M
AUM Growth
+$5.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$965K
2
+$443K
3
+$343K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$250K
5
MO icon
Altria Group
MO
+$214K

Top Sells

1
+$1.26M
2
+$287K
3
+$162K
4
SOFI icon
SoFi Technologies
SOFI
+$30.2K
5
SBUX icon
Starbucks
SBUX
+$17K

Sector Composition

1 Industrials 73.65%
2 Consumer Discretionary 7.16%
3 Consumer Staples 2.46%
4 Financials 1.74%
5 Technology 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$227K 0.26%
396
-7
27
$214K 0.24%
+4,196
28
$209K 0.24%
+3,638
29
$209K 0.24%
+1,943
30
$205K 0.23%
1,237
+120
31
$202K 0.23%
+1,027
32
$173K 0.2%
11,500
33
$89.4K 0.1%
+15,540
34
$47.7K 0.05%
+1,350
35
$21.1K 0.02%
+25,000
36
– –
-3,132
1
2