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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
51
$293K 0.23%
+2,637
52
$293K 0.23%
+4,412
53
$292K 0.23%
+2,833
54
$288K 0.23%
967
-23
55
$275K 0.22%
+1,436
56
$266K 0.21%
4,441
-99
57
$265K 0.21%
1,272
-36
58
$264K 0.21%
1,073
-1,439
59
$263K 0.21%
2,178
-3,608
60
$260K 0.21%
+479
61
$260K 0.21%
354
-61
62
$255K 0.2%
+815
63
$251K 0.2%
1,214
-434
64
$250K 0.2%
1,793
+102
65
$249K 0.2%
+4,855
66
$248K 0.2%
+2,620
67
$244K 0.19%
+3,910
68
$238K 0.19%
2,112
-88
69
$234K 0.19%
1,952
-104
70
$230K 0.18%
+2,115
71
$230K 0.18%
8,273
-1,734
72
$228K 0.18%
5,251
-1,515
73
$227K 0.18%
2,838
-138
74
$225K 0.18%
1,156
-2,458
75
$213K 0.17%
+2,594
1 2
3
4 5