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
$113M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$865K
2
+$466K
3
+$423K
4
CTA icon
Simplify Managed Futures Strategy ETF
CTA
+$374K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$332K

Top Sells

1
+$3.38M
2
+$1.3M
3
+$753K
4
CCL icon
Carnival Corp
CCL
+$623K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$457K

Sector Composition

1 Industrials 82.12%
2 Consumer Staples 1.91%
3 Financials 1.75%
4 Materials 1.62%
5 Technology 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-2,926
52
– –
-4,870
53
– –
-1,185
54
– –
-4,505
55
– –
-538
56
– –
-4,227
57
– –
-2,303
1 2
3