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APW
Axim Planning & Wealth Portfolio holdings
AUM
$82.4M
1-Year Est. Return
28.66%
This Fund
S&P 500
This Quarter
Est. Return
-2.09%
1 Year Est. Return
-28.66%
3 Year Est. Return
+13.23%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$129M
AUM Growth
–
Cap. Flow
+$122M
Cap. Flow
% of AUM
94.83%
Top 10 Holdings %
Top 10 Hldgs %
95.85%
Holding
156
New
156
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco Golden Dragon China ETF
PGJ
|
+$47.5M |
| 2 |
NIO
NIO
|
+$30.3M |
| 3 |
EH
EHang Holdings
EH
|
+$20.5M |
| 4 |
Carnival Corporation Ltd
CCL
|
+$10.3M |
| 5 |
DraftKings
DKNG
|
+$2.92M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 35.31% |
| 2 | Industrials | 16.71% |
| 3 | Technology | 0.66% |
| 4 | Financials | 0.48% |
| 5 | Materials | 0.4% |
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Axim Planning & Wealth's Q2 2022 Portfolio in Review
Q2 2022 is the first quarter with a 13F filing on record for Axim Planning & Wealth, which disclosed 156 positions worth $129M. Its ten largest holdings account for 96% of the portfolio.
Its largest position is Invesco Golden Dragon China ETF: 1,681,195 shares worth $54.8M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 35% of assets, followed by Industrials and Technology.
- Axim Planning & Wealth's largest Q2 2022 buy was Invesco Golden Dragon China ETF: 1,681,195 shares worth $54.8M.
- Axim Planning & Wealth's ten largest holdings make up 96% of its $129M portfolio in Q2 2022.
- Axim Planning & Wealth disclosed 156 positions in Q2 2022, its first 13F filing on record.
Based on Axim Planning & Wealth's 13F filing for Q2 2022, filed 13 Oct 2022.