APW
Axim Planning & Wealth Portfolio holdings
AUM
$109M
This Quarter Return
-2.09%
1 Year Return
+31.45%
3 Year Return
+51.98%
5 Year Return
–
10 Year Return
–
AUM
$129M
AUM Growth
–
Cap. Flow
+$129M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
95.85%
Holding
156
New
156
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco Golden Dragon China ETF
PGJ
|
$54.8M |
| 2 |
NIO
NIO
|
$35.9M |
| 3 |
EH
EHang Holdings
EH
|
$20.1M |
| 4 |
Carnival Corp
CCL
|
$6.06M |
| 5 |
DraftKings
DKNG
|
$2.42M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 35.31% |
| 2 | Industrials | 16.71% |
| 3 | Technology | 0.66% |
| 4 | Financials | 0.48% |
| 5 | Materials | 0.4% |
