APW
Axim Planning & Wealth Portfolio holdings
AUM
$126M
1-Year Est. Return
35.82%
1 Year Est. Return
+35.82%
AUM
$126M
AUM Growth
+$16.2M
(+15%)
Holding
107
Top Buys
| 1 | +$901K | |
| 2 | +$895K | |
| 3 | +$669K | |
| 4 |
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
|
+$653K |
| 5 |
Zacks Small/Mid Cap ETF
SMIZ
|
+$653K |
Top Sells
| 1 | +$690K | |
| 2 | +$494K | |
| 3 | +$478K | |
| 4 |
EH
EHang Holdings
EH
|
+$443K |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
+$436K |
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 | |
|---|---|---|---|---|---|---|
101
iShares S&P 100 ETF
OEF
$28.9B
| – | – |
-1,303
|
|
||
102
Oracle
ORCL
$573B
| – | – |
-971
|
|
||
103
Snowflake
SNOW
$88B
| – | – |
-954
|
|
||
104
SPDR S&P 500 ETF Trust
SPY
$698B
| – | – |
-393
|
|
||
105
SSR Mining
SSRM
$4.41B
| – | – |
-15,579
|
|
||
106
Toast
TOST
$19.9B
| – | – |
-4,584
|
|
||
|
NBIS
107
Nebius Group N.V.
NBIS
$24.3B
| – | – |
-4,190
|
|