APW
Axim Planning & Wealth Portfolio holdings
AUM
$109M
This Quarter Return
-22.93%
1 Year Return
+31.45%
3 Year Return
+51.98%
5 Year Return
–
10 Year Return
–
AUM
$102M
AUM Growth
+$102M
(-21%)
Cap. Flow
+$6.7M
Cap. Flow
% of AUM
6.59%
Top 10 Holdings %
Top 10 Hldgs %
92.92%
Holding
176
New
20
Increased
59
Reduced
33
Closed
9
Top Buys
| 1 |
Carnival Corp
CCL
|
$1.72M |
| 2 |
NIO
NIO
|
$1.7M |
| 3 |
Procter & Gamble
PG
|
$1.07M |
| 4 |
EH
EHang Holdings
EH
|
$872K |
| 5 |
US Bancorp
USB
|
$622K |
Top Sells
| 1 |
Invesco Golden Dragon China ETF
PGJ
|
$910K |
| 2 |
Nokia
NOK
|
$231K |
| 3 |
Cleveland-Cliffs
CLF
|
$72.9K |
| 4 |
Walt Disney
DIS
|
$54K |
| 5 |
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% |
