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APW

Axim Planning & Wealth Portfolio holdings

AUM $82.1M
1-Year Est. Return 28.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-28.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$894K
2
+$877K
3
+$670K
4
BSJR icon
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
+$653K
5
ZECP icon
Zacks Earnings Consistent Portfolio ETF
ZECP
+$624K

Top Sells

1
+$690K
2
+$494K
3
+$461K
4
EH
EHang Holdings
EH
+$418K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$415K

Sector Composition

1 Industrials 65.34%
2 Technology 4.13%
3 Financials 2.41%
4 Materials 2.34%
5 Consumer Staples 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$210K 0.17%
958
-307
77
$172K 0.14%
11,500
78
$115K 0.09%
19,056
-21,424
79
$113K 0.09%
+10,765
80
$109K 0.09%
10,972
-17,087
81
$14.5K 0.01%
+10,600
82
– –
-4,884
83
– –
-11,755
84
– –
-10,104
85
– –
-10,534
86
– –
-592
87
– –
-10,800
88
– –
-697
89
– –
-2,807
90
– –
-3,149
91
– –
-9,069
92
– –
-1,136
93
– –
-1,947
94
– –
-4,680
95
– –
-409
96
– –
-1,092
97
– –
-11,780
98
– –
-3,996
99
– –
-978
100
– –
-1,607
1 2 3
4
5