APW
Axim Planning & Wealth Portfolio holdings
AUM
$109M
1-Year Est. Return
31.45%
1 Year Est. Return
+31.45%
AUM
$109M
AUM Growth
-$3.4M
(-3%)
Holding
79
Top Buys
| 1 | +$1.46M | |
| 2 | +$957K | |
| 3 | +$690K | |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$661K |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
+$637K |
Top Sells
| 1 | +$466K | |
| 2 | +$278K | |
| 3 | +$275K | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$229K |
| 5 |
Dave Inc
DAVE
|
+$224K |
Sector Composition
| 1 | Industrials | 70.29% |
| 2 | Technology | 3.49% |
| 3 | Consumer Staples | 2.61% |
| 4 | Financials | 2.19% |
| 5 | Materials | 2.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
iShares Core S&P 500 ETF
IVV
$660B
| – | – |
-407
|
|
||
77
Lucid Motors
LCID
$6.03B
| – | – |
-1,460
|
|
||
78
Nike
NKE
$99.6B
| – | – |
-4,382
|
|
||
79
QuantumScape
QS
$8.69B
| – | – |
-12,500
|
|