We are live on ! Find out more
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
$97.3M
AUM Growth
-$4.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$37.9M
2
+$2.6M
3
+$1.79M
4
EH
EHang Holdings
EH
+$767K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$585K

Top Sells

1
+$39.4M
2
+$8.61M
3
+$3.7M
4
DKNG icon
DraftKings
DKNG
+$946K
5
AAL icon
American Airlines Group
AAL
+$308K

Sector Composition

1 Industrials 23.58%
2 Consumer Discretionary 22.06%
3 Consumer Staples 2.15%
4 Financials 1.52%
5 Technology 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-287
52
– –
-381
53
– –
-10
54
– –
-400
55
– –
-500
56
– –
-200
57
– –
-163
58
– –
-210
59
– –
-235
60
– –
-118
61
– –
-100
62
– –
-750
63
– –
-58
64
– –
-1,091
65
– –
-2,500
66
– –
-46
67
– –
-624
68
– –
-100
69
– –
-1,201
70
– –
-221
71
– –
-104
72
– –
-2,662
73
– –
-33
74
– –
-32
75
– –
-221
1 2
3
4 5