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
$129M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$54.8M
2
+$35.9M
3
+$20.1M
4
CCL icon
Carnival Corp
CCL
+$6.06M
5
DKNG icon
DraftKings
DKNG
+$2.42M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 35.31%
2 Industrials 16.71%
3 Technology 0.66%
4 Financials 0.48%
5 Materials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$40K 0.03%
+629
52
$39K 0.03%
+768
53
$38K 0.03%
+226
54
$37K 0.03%
+1,300
55
$37K 0.03%
+202
56
$37K 0.03%
+2,080
57
$35K 0.03%
+129
58
$34K 0.03%
+92
59
$33K 0.03%
+500
60
$32K 0.02%
+221
61
$30K 0.02%
+650
62
$29K 0.02%
+585
63
$28K 0.02%
+500
64
$28K 0.02%
+898
65
$27K 0.02%
+254
66
$24K 0.02%
+301
67
$24K 0.02%
+1,300
68
$24K 0.02%
+52
69
$21K 0.02%
+40
70
$20K 0.02%
+307
71
$20K 0.02%
+432
72
$18K 0.01%
+160
73
$17K 0.01%
+200
74
$17K 0.01%
+100
75
$15K 0.01%
+145
1 2
3
4 5