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
$102M
AUM Growth
-$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.7M
3
+$1.07M
4
EH
EHang Holdings
EH
+$872K
5
USB icon
US Bancorp
USB
+$622K

Top Sells

1
+$910K
2
+$231K
3
+$72.9K
4
DIS icon
Walt Disney
DIS
+$54K
5
SBUX icon
Starbucks
SBUX
+$25.3K

Sector Composition

1 Consumer Discretionary 38.41%
2 Industrials 11.3%
3 Financials 1.35%
4 Consumer Staples 1.28%
5 Technology 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$24K 0.02%
+175
77
$24K 0.02%
698
+678
78
$23K 0.02%
516
+84
79
$23K 0.02%
301
80
$23K 0.02%
283
+274
81
$22K 0.02%
+300
82
$22K 0.02%
1,413
+1,380
83
$18K 0.02%
+400
84
$18K 0.02%
110
+100
85
$17K 0.02%
118
+51
86
$17K 0.02%
624
+284
87
$17K 0.02%
230
+68
88
$17K 0.02%
202
89
$17K 0.02%
213
+209
90
$16K 0.02%
100
91
$16K 0.02%
72
+38
92
$15K 0.01%
55
-37
93
$15K 0.01%
1,091
-5,300
94
$15K 0.01%
200
95
$15K 0.01%
114
+16
96
$15K 0.01%
+144
97
$15K 0.01%
144
-16
98
$14K 0.01%
287
+280
99
$14K 0.01%
145
100
$14K 0.01%
100
2 3
4
5 6