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
101
$8K 0.01%
+201
102
$8K 0.01%
+174
103
$7K 0.01%
+25
104
$7K 0.01%
+200
105
$7K 0.01%
+156
106
$6K ﹤0.01%
+50
107
$5K ﹤0.01%
+50
108
$4K ﹤0.01%
+67
109
$4K ﹤0.01%
+44
110
$4K ﹤0.01%
+51
111
$4K ﹤0.01%
+44
112
$4K ﹤0.01%
+289
113
$4K ﹤0.01%
+80
114
$3K ﹤0.01%
+54
115
$3K ﹤0.01%
+96
116
$3K ﹤0.01%
+12
117
$2K ﹤0.01%
+242
118
$2K ﹤0.01%
+14
119
$2K ﹤0.01%
+10
120
$2K ﹤0.01%
+14
121
$2K ﹤0.01%
+62
122
$2K ﹤0.01%
+23
123
$2K ﹤0.01%
+66
124
$2K ﹤0.01%
+33
125
$2K ﹤0.01%
+200
3 4
5
6 7