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
$129M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$54.8M
2
+$35.9M
3
+$20.1M
4
CCL icon
Carnival Corp
CCL
+$6.06M
5
DKNG icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$15K 0.01%
+162
77
$14K 0.01%
+36
78
$14K 0.01%
+202
79
$14K 0.01%
+100
80
$13K 0.01%
+190
81
$13K 0.01%
+98
82
$13K 0.01%
+283
83
$12K 0.01%
+1,000
84
$12K 0.01%
+144
85
$12K 0.01%
+50
86
$11K 0.01%
+400
87
$11K 0.01%
+28
88
$11K 0.01%
+245
89
$11K 0.01%
+450
90
$11K 0.01%
+264
91
$10K 0.01%
+109
92
$10K 0.01%
+424
93
$10K 0.01%
+67
94
$9K 0.01%
+340
95
$9K 0.01%
+210
96
$9K 0.01%
+65
97
$8K 0.01%
+34
98
$8K 0.01%
+35
99
$8K 0.01%
+174
100
$8K 0.01%
+165
2 3
4
5 6