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APW

Axim Planning & Wealth Portfolio holdings

AUM $82.1M
1-Year Est. Return 28.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-28.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$894K
2
+$877K
3
+$670K
4
BSJR icon
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
+$653K
5
ZECP icon
Zacks Earnings Consistent Portfolio ETF
ZECP
+$624K

Top Sells

1
+$690K
2
+$494K
3
+$461K
4
EH
EHang Holdings
EH
+$418K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$415K

Sector Composition

1 Industrials 65.34%
2 Technology 4.13%
3 Financials 2.41%
4 Materials 2.34%
5 Consumer Staples 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$600K 0.48%
+8,924
27
$586K 0.47%
+2,741
28
$583K 0.46%
+2,684
29
$567K 0.45%
+19,323
30
$564K 0.45%
+2,381
31
$556K 0.44%
+6,959
32
$542K 0.43%
1,717
-92
33
$427K 0.34%
4,257
+1,390
34
$425K 0.34%
3,593
-75
35
$417K 0.33%
5,319
+2,756
36
$399K 0.32%
2,465
-696
37
$397K 0.32%
832
+32
38
$393K 0.31%
2,073
-24
39
$388K 0.31%
13,871
-13,320
40
$379K 0.3%
+4,340
41
$371K 0.3%
6,886
+648
42
$353K 0.28%
7,434
-1,275
43
$345K 0.27%
+8,148
44
$344K 0.27%
+7,896
45
$342K 0.27%
12,929
-2,721
46
$318K 0.25%
+3,563
47
$308K 0.24%
4,716
-152
48
$308K 0.24%
+1,979
49
$305K 0.24%
1,638
-63
50
$295K 0.23%
4,724
+217
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