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
$102M
AUM Growth
-$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.7M
3
+$1.07M
4
EH
EHang Holdings
EH
+$872K
5
USB icon
US Bancorp
USB
+$622K

Top Sells

1
+$910K
2
+$231K
3
+$72.9K
4
DIS icon
Walt Disney
DIS
+$54K
5
SBUX icon
Starbucks
SBUX
+$25.3K

Sector Composition

1 Consumer Discretionary 38.41%
2 Industrials 11.3%
3 Financials 1.35%
4 Consumer Staples 1.28%
5 Technology 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$45K 0.04%
422
52
$44K 0.04%
1,100
53
$43K 0.04%
157
+28
54
$41K 0.04%
244
55
$40K 0.04%
800
+300
56
$39K 0.04%
169
-20
57
$38K 0.04%
133
-9
58
$37K 0.04%
226
59
$37K 0.04%
2,288
+2,236
60
$37K 0.04%
305
+301
61
$36K 0.04%
163
-80
62
$36K 0.04%
768
63
$35K 0.03%
629
64
$33K 0.03%
202
+199
65
$32K 0.03%
500
66
$32K 0.03%
221
67
$32K 0.03%
350
+96
68
$31K 0.03%
750
+100
69
$31K 0.03%
172
-30
70
$30K 0.03%
851
+826
71
$30K 0.03%
760
+735
72
$29K 0.03%
896
+854
73
$27K 0.03%
530
-55
74
$25K 0.02%
58
+6
75
$24K 0.02%
381
+375
1 2
3
4 5